Palo Alto CA Estate Planning Blog

Tuesday, January 8, 2013

8 Estate Planning Things to Do Before You Travel

Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind, knowing that if you don’t return due to serious illness or death, you have made things much easier for those you love.

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Tuesday, January 8, 2013

Potential Problems with Beneficiary Designations

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs, retirement plans and even bank accounts, allow a beneficiary to be named. It’s free, it’s easy, and, when the owner dies, these assets are designed to be paid directly to the individual(s) named as beneficiary, outside of probate. But that is not always what happens. For example ...

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Gadzo Law, P.C. assists clients throughout Santa Clara County, San Mateo County, Alameda County, San Francisco County, and Santa Cruz County and also in Palo Alto, Atherton, Portola Valley, Woodside, Los Altos, Mountain View, Sunnyvale, Menlo Park, Redwood City, Belmont, San Carlos, Burlingame, Cupertino, Saratoga, Los Gatos, Campbell and San Jose, California.

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