Does your estate plan account for foreign assets? Estate planning provides an opportunity to organize and account for all of one's assets. For some, this may include foreign accounts. Planning for these assets can be more complicated than others, as the Internal...
Estate And Tax Planning Law Firm
Estate Planning
Beneficiary designations as part of your estate planning scheme
Beneficiary-based accounts like life insurance, pensions and retirement accounts are an important part of estate planning. Estate planning is much more mainstream nowadays than it has been in the past. We generally realize that, regardless of our income level, we need...
Alan Thicke’s estate proving to be a cautionary tale about communication
Communication of your exact wishes is a very important aspect of estate planning. The estate of beloved actor and commercial songwriter Alan Thicke is proving to be a contentious one, and it's boiling down to conflicting terms in some of the legal documents themselves...
4 triggers that should prompt a review of your estate plan
These four things could lead to unforeseen changes in your estate plan. An estate plan is an important part of financial planning. This plan is more than just a guide for handling of assets upon one's death. A well-drafted estate plan will provide information to guide...
3 Things You Need to Know About Estate Planning
Planning your estate is an important step for any professional. It's vital that you plan exactly how your assets and property will be divided among your heirs, but there's more to estate planning than just creating a will. Here's what you need to know. Estate planning...
5 factors to consider when choosing a guardian
For parents, one of the biggest reasons they decide to create an estate plan is to ensure their child will be cared for no matter what. It isn’t easy to think about a tragedy where a child may lose both their parents before they turn 18, but parents have to plan for...
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...
Some planning considerations with election clock ticking
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...