Tag Archives: Wills and Living Trusts



Our Weekly Tip: Update Your Legal Will to Include Minors and Dependent Adults

If you are responsible for the care of another person, you may need to update your will

Tip of the Week: If you have another person in your care such as a child or dependent adult (such as an eldery or otherwise incapacitated person), you may wish to update your legal will to reflect this. If the … Continue reading

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Our Weekly Tip: Understanding the Role of Executor of a Will

The executor's roles and responsibilities

Our Tip of the Week: A will is a personal statement clarifying your intentions about the distribution of your assets after your death. A will contains instructions for the executor of your will, who has the legal responsibility of administering your estate. If … Continue reading

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Our Weekly Tip: Designating Beneficiaries To Take Care Of Your Assets

Plan ahead for the distribution of your assets after your death

Our Tip of The Week: Most retirement plans, annuities and life insurance policies let you designate beneficiaries who will take control of your assets after you’re gone. By designating beneficiaries, your estate will not have to go through probate — … Continue reading

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Our Weekly Tip: Estate Planning and Naming a Guardian for Your Young Child

How to elect the right guardian for your minor child in the event of your premature death

Our Tip of the Week:  The majority of parents of minor children in the United States do not have wills. If you are the parent of a minor child, the idea of choosing an appointed guardian in the event of … Continue reading

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How Do You Get Started with Estate Planning? An Interview with Nancy Williamson

Nancy offers up her three tips for estate planning

Today SevenPonds speaks with Nancy Williamson of San Jose Wills and Trusts in San Jose, California. Nancy is an attorney of law who specializes in estate planning. She graduated from University of the Pacific, McGeorge School of Law and has … Continue reading

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Get Informed: Physician Orders for Life-Sustaining Treatment

POLST puts end-of-life healthcare directive decisions back in the patient's hands.

We’ve often visited on this blog the importance of Advanced Care Directives to ensure that patients are fully educated and empowered to make end-of-life healthcare decisions. Throughout the years, as the implications of orders like “Do Not Resuscitate” have confused … Continue reading

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