Imagine working a lifetime to build your wealth. You spend countless hours working the Bay Area in order to create a strong stock portfolio, buy a house and accumulate various other assets. But, what happens to your wealth if something should happen to you or if you...
Bay Area Estate And Tax Planning Law Firm
Month: January 2018
Has your carefully drafted estate plan ever been updated?
If you're a reflective and proactive person who once worked closely with an experienced attorney to craft a well-tailored estate plan, you might now reasonably pose this question to yourself: Have I ever taken a second look at my plan to ensure that it is still timely...
A special estate planning focus: valued family art collections
The benefits of sound estate planning are many.And the greatest of all, we stress on our Bay Area estate administration and tax planning website, is protection. By that, we mean the confidence inspired in both a planner and heirs when important matters related to...
March toward court averted with settlement in Houston estate case
In reference to today's above blog headline, we're addressing the singer, not the city.You've heard of her, of course. It didn't take her untimely death in 2012 to catapult Whitney Houston into rarefied air as an enduring and iconic pop star with an outsized and...
Gifting your heirs … by not leaving a financial mess
When it comes to thinking about their heirs, most planners across Alameda County and the Bay Area likely focus most of the time on matters relevant to asset transfer and inheritance. That is certainly understandable.A writer for NerdWallet, a San Francisco-based...
How to choose the right trustee the first time
There is more to creating a trust than meets the eye. In addition to adding assets to the trust, there's something else you need to think about: finding the right person to serve as trustee.While this sounds as simple as naming a trustee and moving on with the rest of...