It doesn’t uniformly raise eyebrows when an individual appointed with decision-making powers concerning another person’s finances or health care questions the latter’s capacity. That actually happens routinely in California and across the country,...
Bay Area Estate And Tax Planning Law Firm
Month: February 2019
To avoid disputes, leave the kids a will
It's shocking how many people pass away with no estate plan and no will. Obviously, everyone will pass away at some time. We all know it. Anyone with assets knows it's coming and they know that an estate plan can make it go smoothly. But they just don't do it.Take,...
Keeping it private: dealing with high-asset family estate squabbles
Most people value their privacy, and that is certainly true for members of well-heeled families who understandably don’t want the details of their assets closely chronicled in media tabloids.There are of course many sound and tailored strategies that a proven...
Some art collectors understandably have estate planning concerns
Can you sense it?Although many of our readers might not perceive it in any manifestly overt way, they nonetheless can intuit that there is an unprecedented amount of cash and other assets being shifted around presently. The movement owes to vast amounts of wealth...