Readers who regularly troll financial sites for data and information likely see the occasional reminder from syndicated pundits to review their holdings.More specifically, people who pay close attention to things like stocks and bonds sometimes advise investors to...
Bay Area Estate And Tax Planning Law Firm
Month: December 2016
What is breach of fiduciary duty?
The goal of all estate is that everything transitions without a hitch, that no opposition arises. Unfortunately, that's not always the case. There are disputes -- for love and money -- and the burden of those complications falls on the executor of the estate and the...
As regards estate planning, why not just do it yourself?
Lots of people roll up their sleeves and save a few bucks by changing the oil in their cars.Some folks disdain the assistance of professional money managers and make their own mutual fund selections. And some people even forgo doctors and self-medicate, thinking that...
Focus on business succession considerations, Part 2
Imagine that, as a California business owner, you intend to transfer your ownership interest and retire to a more leisured life that you have long envisioned.Might there reasonably be a lot to consider regarding that transition? Of course there is, and we highlight...