Month: November 2018

We alluded to year-end resolutions in our immediately preceding blog post, noting in our November 27 entry that many good-faith planners resolutely try "to stay on top of important things in life."We get that many individuals and families find that hard to do when it...

Kudos for you if you’re a good-faith planner who truly does try to stay on top of important things in life. Perhaps you have some sort of to-do list that you periodically adjust and try to stay tracked in on throughout the year.Many people do, of course, whether...

As you make an estate plan, you hope that your heirs will not fight over your assets. That becomes your top priority. You have seen examples within your own family of rifts that grow between adult children when their parents pass away. You have seen those long,...

Legal commentators frequently make the point that the realm of estate planning is far broader and multi-faceted than is commonly appreciated. Legions of individuals and families in California and nationally duly note that planning applies to focused money concerns and...

Not every estate settlement features a yacht of gargantuan dimensions.Of course, not every estate spotlights the assets held by a Microsoft Corporation co-founder. Paul Allen, who passed away recently, had a lot of toys to play with. In addition to the aforementioned...