It’s your family, and unlike any other.That likely means this from the perspective of estate planning and contemplated inheritances for your adult children: Take advice from third parties in only the most general sense. Here’s why, as stressed by the...
Month: June 2020
How is debt handled in the probate process?
What happens in California to a loved one’s debt in the wake of his or her passing?That is a question often posed to estate planning attorneys, and a query that just as often naturally leads to a spotlighting of the probate process. Narrowly termed, probate is...
Disputing a will? Conflicts after a parent’s death? Work it out
When your mother passed away, you didn't think there would be any issues. You and your siblings, you thought, were all on the same page. You thought you'd all just be happy with whatever you inherited and that you'd be working together to get through this tough time...
Family meetings in the context of estate planning
You might be familiar with Jim Cramer from his long-time television presence as an investment commentator or from the many books he has written on that subject.Cramer also occasionally beams in on estate planning matters, generally emphasizing while doing so the often...
Spotlighting tax duties re a special needs trust
Trusts are impressively flexible and creative estate planning instruments that provide varied benefits – including significant tax advantages – for their creators and beneficiaries.Many trusts readily illustrate that utility, including a special needs...
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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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