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...
Month: October 2018
Twelve years and counting: musical icon’s estate battle rages on
One-of-a-kind musical legend James Brown was something to behold on a stage when the music kicked in. And a recent Forbes article notes that even now, nearly a dozen years after his death, legions of people still regard the pop/soul icon “with rapt...
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...
How smart estate planning can protect a business in divorce
In some instances, the first and final go-to contact for legal help in a property-linked divorce matter is a proven family law attorney. Experienced counsel specializing in that singular legal sphere can do a number of things to help a divorcing client safeguard...
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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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