This story hardly seems surprising. Reportedly, the central idea inherent in a trust -- one party’s holding property of potentially varied types for the benefit of another -- goes back many centuries.One recent article on the broad and effective role that trusts...
Bay Area Estate And Tax Planning Law Firm
Month: October 2018
Bills and taxes: Estate administration can be complex
Many things related to a person's estate have to occur after they pass away. These tasks are left to the administrator of the estate. It is imperative that anyone who is creating an estate plan, as well as those who have to administer an estate, understand an estate's...
Incorporating legacy goals, aspirations into estate planning
Forbes contributor Daniel Scott will likely not embrace many new friendships among professionals in the estate planning realm following his recently penned article criticizing the industry.Scott – who is a money manager and financial adviser – gives the...
Relevant considerations concerning California will contests
Avid watchers of television crime dramas have undoubtedly run across one or more shows centered on acrimonious family disputes involving a testator's will. Such offerings often spotlight alleged wrongdoing of a serious nature that now promises results so-called will...