A recent Forbes financial article stresses that financial planning “can become intricate and emotionally fraught for high-net-worth families that have a lot at stake.”
When your remaining parent passes away, you know things are bound to get complicated. They have a significant amount of wealth that all has to get passed on to the next generation. It's going to take time and effort to sort it all out, even though you know they have done some of their estate planning.
Many people in the estate planning world will eagerly offer arguments opposing a writer’s stated view that a revocable trust “is essentially a will replacement.”
The numbers are now in, and they paint “a pretty stark picture.”
Legions of people in California and nationally routinely sidestep contacts to professionals in lieu of trying to accomplish a particular goal on their own.
Legions of LGBTQ individuals across California and nationally have estate planning concerns that are no different from those on the minds of their “straight” friends, family members and acquaintances.