Estate Planning

Estate planning considerations for big tech workers

Employees at major tech companies in Northern California frequently receive compensation packages that go beyond traditional salaries. Stock options, restricted stock units (RSUs), performance bonuses and other equity-based incentives can significantly impact one’s...

3 ways to address a business in an estate plan

People with valuable property often need to create an estate plan addressing their assets. They want to prevent their loved ones from fighting over their property and to establish a meaningful legacy after their passing. After years of hard work establishing a...

A checklist for those planning their estates

Estate planning can be a very complicated, difficult process. Generally speaking, the best estate plans are customized based on the values, family circumstances and financial resources of the testator. There is no estate plan strategy that works universally for every...

The risk of using a deed as part of an estate plan

Estate planning is a way for people to protect themselves and their loved ones. The process often focuses on choosing beneficiaries to inherit specific assets. For many California residents, the home where they live may be the most valuable property they own, which...

Have you chosen a successor for your business?

For many providers, their dental practice is more than just a job; it's a culmination of years of training, dedication and the establishment of a trusted relationship with their patients. But as all things do, medical practices eventually face transitions. This...

What steps can I take to protect my estate?

Protecting your estate involves a comprehensive approach to better ensure that your assets are managed and distributed according to your wishes, medical decisions are made in accordance with your preferences and your finances are handled efficiently. The only way to...

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