Readers will likely be venturing some immediate and varied responses to one estate planning article's spotlighting of "one of the most important decisions you'll make when you're planning your estate." Is it the crafting of a will? Trust creation? Making...
Bay Area Estate And Tax Planning Law Firm
Month: August 2020
Spotlighting estate plans containing foreign assets
Arguably, you've got - and perhaps in a literal sense - the best of all worlds if your estate plan contains both U.S.-based assets and foreign accounts/property. You might also have a bit of a challenge and a few attendant headaches keeping up with your diverse...
Understanding the role of an executor
If you have been assigned the role of executor of an estate, you have certain responsibilities relating to this. You are likely committed to fulfilling all of the associated duties, but you may be worried that you are not fully informed of the responsibilities.This is...
Loving and caring for a cherished companion via a pet trust
The current health pandemic has obviously upended the lives of millions of American families in material ways. Ironically, though, it has also been the catalyst for home improvement on at least one front for legions of families spanning the country. Since the...
Factors indicating that you might want to revisit your estate plan
It is a reality in the estate planning world that many individuals and families delay paying attention to key matters inviting timely input because they simply don't want to think about end-of-life concerns and death. That's understandable, of course. Who among us...