Sowards Law Firm

Is a will or trust right for you and your family? Check out our latest video and reach out to one of our California attorneys to learn more at [email protected] or call (408) 371-6000.

Is a will or trust right for you and your family? Check out our latest video and reach out to one of our California attorneys to learn more at [email protected] or call (408) 371-6000.

Important information from our friends at Moss Adams.

What will happen to my young children if something happens to me? Have a say in what happens if something happens to you, watch our video with information on how to do that below. #EstatePlanning #PlanForYourKids #Parents #PlanningAhead

Congratulations to Ben Sowards on being included in the Northern California 2020 List of Super Lawyers. _______________________________________________ Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement.

Sowards Law Firm can help you complete your important family documents, including Living Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives and other Estate Planning instruments. We offer flexible meeting options and times, including meetings via webinar so that you can stay home and still meet with our attorneys. (408)371-6000 | [email protected]

"We are often asked to speak at local companies about various estate planning topics. This year we spoke at NASA, Nvidia and Valley Water regarding trusts, wills, probate and how to minimize taxes and fees upon death. We also discussed how to set up asset protection trusts for your children and how to protect your own assets. Please let me know if your local bay area company would like to have us come speak at no charge regarding these topics."

STAIRWAY TO HEAVEN OR AVE MARIA? A comprehensive estate plan can contain your wishes with as much detail as you want, including instructions for your funeral or memorial service. Make sure your family has a chance to remember and celebrate your life instead of placing the burden of arranging final planslike what song will be playing at your funeralon your already grieving loved ones.

DO YOU REALLY WANT A ONE-SIZE-FITS-ALL WILL? You’re a unique individual with your own wishes, hopes, and dreams. Should a will that works for a single, 20-something be the same one used for a well-invested grandparent of 12? You’ve worked hard to create the life you havemake sure you trust your planning to an experienced estate planning attorney and not a fill-in-the-blank, cookie-cutter document generator (you know you’ve heard of them) with a final product resembling a Mad Lib game.

WHO GETS YOUR STAMP COLLECTION? Make sure your valuables, mementos, and family heirlooms are handed down to the right person (or organization) who will really appreciate them. Failing to memorialize your wishes in a comprehensive estate plan with a will and/or trust results in intestate successionthe state’s best guess at what you would have wanted to be done with your things.

WHO IS GOING TO FEED FIDO? It’s important to not think about estate planning as something you do for yourself (or something that can be overlooked). One of the best ways you can show appreciation for your loved ones is to make sure they’re cared forand that applies to the humans and animals in your life.

It’s time to review your estate plan! We tell our clients to review their trust at least annually. The beginning of the new year is the perfect time to review your documents and make sure they still reflect your wishes. Please call our office at 408-371-6000 or email [email protected] if you wish to update your estate plan.