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...

"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...

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...

It's been quite a year thus far, hasn't it? And a certain political event is looming larger by the moment.Maybe you've already got November 3 circled on your calendar. That spells the first Tuesday of that month, which of course marks the day when scores of millions...

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 determinations...

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...

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 inception...

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...

A recent national media piece on estate planning notes the general angst that many individuals across the country feel these days owing to the current health pandemic.Admittedly, coronavirus is a scary thing. Its arrival was unexpected and its anticipated tenure...

 We continue today with subject matter we introduced and generally touched upon in a recent blog post. Namely, that is asset transfer from one generation to the next, a topic that understandably commands special relevance for families with above-average asset...