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...
Month: November 2018
Scratching off that year-end list: Time to talk estate planning?
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...
4 tips to transfer wealth smoothly
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,...
Divorce, 401(k)/IRA transfers, bankruptcy and … trusts?
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...
This estate will undoubtedly take some time to settle
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...
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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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