Estate Planning

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...

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...

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...

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...

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...

Let’s state the obvious regarding the current COVID-19 global health pandemic: It is a dangerous and persistent nemesis that has materially altered the lives of Californians and people spanning the globe.We have stressed that point periodically on our website at...