Estate Planning | Stephan Passalacqua Law
On Behalf of Stephan Passalacqua Law | Jul 1, 2021 | Estate Planning
Crafting an estate plan can benefit your loved ones as much as it benefits you. For instance, an estate plan can make difficult situations much easier on them. An estate plan can be especially valuable for loved ones with special needs. These parties have a lot to...
Estate planning for families with high level assets
On Behalf of Stephan Passalacqua Law | Mar 29, 2021 | Estate Planning
Families with high level assets often have different estate planning needs than other clients to ensure that their heirs receive as much money as possible. There are a few things that wealthy families in California and other states should keep in mind when...
Could pet care be part of estate planning?
On Behalf of Stephan Passalacqua Law | Feb 4, 2021 | Estate Planning
Estate planning could involve more things than people realize. When engaging in estate planning in California, things might come to mind when looking at the proverbial big picture. Someone might eventually realize that when they pass away or become incapacitated,...
Estate planning at every age — even your 20s
On Behalf of Stephan Passalacqua Law | Jan 8, 2021 | Estate Planning
A lot of people in the San Francisco Bay Area and Southern California associate estate planning with older people. Partly because it deals with end-of-life decisions like inheritance, and partly because younger people tend to believe they have not accumulated enough...
Estate planning strategies to consider before 2021
On Behalf of Stephan Passalacqua Law | Nov 20, 2020 | Estate Planning
Politics aside, the outcome of the November election could have a dramatic effect on estate planning strategies. Several opportunities to transfer wealth could end sooner, depending upon a change in administrations. That’s why it’s crucial to talk to an experienced...
Small business owners can benefit from succession planning
The current health crisis has rocked small businesses, and many have shuttered due to slim margins or lost profits. While things may be tight for your business, you may have enough assets or revenue to stay open. Yet, you will likely start thinking about how to...
4 ways an estate plan can bring peace of mind in uncertain times
On Behalf of Stephan Passalacqua Law | Jun 5, 2020 | Estate Planning
According to a report by Caring.com, only 32 percent of Americans have a will. Many people believe that estate planning is only for “older” adults or the very wealthy. Others find the entire subject unpleasant and put it off for as long as possible. In reality,...