There's an irony central to family life that is highlighted in the parent/child dynamic. And it is underscored in the role reversal that often takes place among family members. When children are young, their parents lovingly protect them, teaching important things,...
Month: September 2017
Exacting FATCA focus on Swiss companies unrelenting
Here's a clear message for ultra-wealthy Americans who have been having bad dreams for years now that center on IRS and DOJ agents combing through the files of European financial institution for evidence of tax evasion: blissful nights of uninterrupted sleep are not...
Author likely could have written epic on this: his own estate battle
Author John Steinbeck's novels are so highly regarded and widely loved that they were virtually destined from inception to undergo successive reincarnations as plays and films spanning decades. East of Eden is an obvious case in point, with James Dean rocketing to...
This tangent of estate planning is underestimated by millions
A recent New York Times article addresses a distinct American phenomenon that has material implications for legions of estate planners in California and all across the country.And that has to do with "stuff," that is, the lifelong accretion of physical objects that...
Recent Blog Post
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...
View More Blog Posts