We have noted in past blog posts of our Alameda County estate planning firm that standardized strategies and outcomes in the estate administration realm are both illogical and impossible.
Thankfully, every estate plan can be uniquely tailored
"When an old man dies, a library burns to the ground."
For some retired planners, not the best holiday present
A recent Investment News article makes the central point that life never does stop being complicated for some retired individuals and families.
That key probate executor function: watch for these errors
We've all heard adages like this before: You wouldn't hire a plumber to perform surgery, so why would you … ?
Is it time to review and update your will?
You've already taken the step of creating a will, which sets you apart from a surprising number of adults throughout the country. If you only recently created your will and have yet to experience any major life changes, you probably have no great need to review it.
Your assets, your heirs: assuming some very important control
A recent media report on estate planning and administration cites to a whopping $30 trillion or so (yes, that's with a "t") in assets that is expected to be passed along from baby boomers to their heirs over the next few decades.
