With the 50th anniversary of famed rock guitarist Jimi Hendrix's death fast approaching, it would seem reasonable to assume that any legal uncertainty and attendant acrimony involving his estate would be eclipsed and fading fast in the rear-view mirror of time.Not...
Month: March 2017
Charitable contributions: maybe your adviser should wear two hats
Although certified public accountants provide valuable assistance to their clients across a wide universe of financial matters having material tax-related implications, their services do not typically extend in equal fashion to the giving of reflective advice on...
Estate planning in your 30s: Choosing a trustee
A growing number of younger individuals, such as those in their 30s, are beginning to take advantage of the many types of estate planning trusts.In the past, most of these people turned their attention to a simple will. While there is nothing wrong with this approach,...
Families and estate planning: you can’t overvalue communication
Is there a malcontent in your family, say, a brother or sister who constantly complains of some perceived inequity in how he or she is treated vis a vis all the other siblings?Or is there perhaps a sibling who, compared with other family members, always seems unduly...
Ending an estate battle prior to a total dissolution of assets
"In the ballpark" was the comment uttered by a now-deceased business tycoon some years back in response to an estimate of his net worth pegged at about $500 million.That concurrence would be far off the mark today, though, if businessman Jeno Paulucci -- who died in...
Far more to estate planning than cross-generational asset transfers
A chart appearing in a recent study focused upon estate planning reveals a clear trajectory regarding Americans' progressive appreciation of key planning considerations as they get older, coupled with their increased willingness to proactively embrace estate...
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Even a fortune can disappear without sound estate planning
Some figures baffle.Like the speed of light. Like the age and size of the universe. And like estimates pegging the personal fortunes of America's richest families.Consider this imagery relevant to the storied Vanderbilt family for a moment: a pile of money equaling...
Broad, measured thinking out of the box promotes sound estate planning
"You own this." Those words might sound frightening to a would-be California estate planner, but they are actually meant to promote a feeling of empowerment rather than intimidation. It is no secret that legions of...
Remarrying couples unquestionably need to focus on estate planning
Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new realities.Don't be one of them. Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new...
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