WealthPLAN, PC

Call Us to Get Started On Your Estate Plan Today  408-918-9030

  • Home
  • About
  • Our Team
    • John F. Doyle
    • Mary K. Doyen
    • Brian E. Qualls
    • Kevin L. Jentes
    • Danielle L. DeMartino
    • Francis Burton Doyle, In Memoriam
  • Services
    • Estate Planning
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
  • Resources
    • Blog
    • Bill Payment
  • Contact
WealthPLAN, PC

Call Us to Get Started On Your Estate Plan Today  408-918-9030

  • Home
  • About
  • Our Team
    • John F. Doyle
    • Mary K. Doyen
    • Brian E. Qualls
    • Kevin L. Jentes
    • Danielle L. DeMartino
    • Francis Burton Doyle, In Memoriam
  • Services
    • Estate Planning
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
  • Resources
    • Blog
    • Bill Payment
  • Contact
  • X Close

3 common estate planning mistakes

On behalf of WealthPLAN, PC | Feb 22, 2020 | Estate Planning

It’s a task very low on most Americans’ to-do lists. However, estate planning is crucial for many families, especially those who have a wide variety of assets. It can be daunting to set one up, as the process can be long and confusing. But getting an early start can...

When is unequal inheritance acceptable?

On behalf of WealthPLAN, PC | Feb 21, 2020 | Estate Planning

Giving equal inheritance seems practical, but life can take unexpected twists and turns. If that's the case, you and your spouse may make adjustments to your estate. Sadly, this could create conflict if tensions already run high. However, there are some instances...

What can you do if someone left you out of their will?

On behalf of WealthPLAN, PC | Feb 13, 2020 | Estate Planning

Courts almost always follow the letter of a dead person’s will. We call it “their will” for a reason, after all. Do you want judges to let people do things to you “against your will”? Likewise, courts think carefully before rejecting what seems to be the dead person’s...

Recent Posts

  • Thinking about using a trust in your estate plans? Here are 4 options
  • Do you need a gun trust?
  • What are irrevocable and revocable trusts?
  • Don’t make these massive estate planning mistakes
  • 3 different ways to handle your home in your estate plan

Archives

  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • September 2019
  • April 2019
  • March 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • August 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2015
  • January 2015
  • December 2014
  • July 2013
  • December 2012
  • May 2012

Categories

  • Estate Planning
  • Firm News

RSS Feed

Subscribe To This Blog’s Feed

FindLaw Network

Protect Your Family’s Legacy

WealthPLAN, PC
408-918-9030

1960 The Alameda
Suite 185
San Jose, CA 95126

Map & Directions

By Appointment Only
530 Lytton Avenue
2nd Floor
Palo Alto, CA 94301

Map & Directions

By Appointment Only
4695 Chabot Dr.
Suite 200
Pleasanton, CA 94588

Map & Directions

Services

  • Estate Planning
  • Estate & Trust Litigation
  • Probate & Trust Administration
  • Advanced Estate Planning
  • Business Succession Planning
  • Tax Controversy

Company

  • Home
  • About
  • Meet The Teams
  • Office Locations
  • Contact

Resources

  • Blog
  • Bill Payment
  • Follow
  • Follow
  • Follow
Review Us

© 2021 WealthPLAN, PC. All Rights Reserved.

Disclaimer | Site Map | Privacy Policy | Business Development Solutions by FindLaw, part of Thomson Reuters