Focused on Your Future Establishing a comprehensive estate plan to secure your family’s future.
    • What it Means to "Breach Fiduciary Duty"

      Fiduciary comes from Latin fiducia, meaning "trust." A fiduciary duty is defined as a legal duty to act in another party's best interests. The parties that owe this duty are called fiduciaries and the ...

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    • The Importance of Having an Estate Plan

      If you want to have any say in how your estate will be distributed, who your beneficiaries will be and how you will be taken care of at the end of your life, then it is important that you have an ...

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    • The Importance of Advance Healthcare Directives

      To many people estate planning is simply the process of getting one's affairs in order so that their assets and property will be distributed to their ones they love at death. While it is true that a ...

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    • Probate Avoidance in San Jose

      Dealing with the emotional loss of a loved one can be very difficult for the family members, and not long after death and funeral, the loved ones left behind will have to turn their attention towards ...

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    • Why a Power of Attorney?

      A Power of Attorney is a legal document which allows you to appoint another person to represent you. When you create a Power of Attorney, you are the principal and the person that you are appointing ...

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    • The Importance of Having an Estate Plan

      If you want to have any say in how your estate will be distributed, who your beneficiaries will be and how you will be taken care of at the end of your life, then it is important that you have an ...

      Read More
    • The Importance of Advance Healthcare Directives

      To many people estate planning is simply the process of getting one's affairs in order so that their assets and property will be distributed to their ones they love at death. While it is true that a ...

      Read More
    • Probate Avoidance in San Jose

      Dealing with the emotional loss of a loved one can be very difficult for the family members, and not long after death and funeral, the loved ones left behind will have to turn their attention towards ...

      Read More
    • Probate Avoidance in San Jose

      Dealing with the emotional loss of a loved one can be very difficult for the family members, and not long after death and funeral, the loved ones left behind will have to turn their attention towards ...

      Read More
    • When Trusts Require Litigation

      Trusts have been an integral part of the estate planning process for a long time, especially due to the fact that they perform certain functions that wills simply cannot. The majority of individuals ...

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    • Who Should I Nominate as my Successor Trustee?

      I recently met with a client during the process of setting up her estate plan. When I asked her who she would like to nominate as her Successor Trustee, she looked at me with a puzzled look on her ...

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