Bay Area Estate And Tax Planning Law Firm
A divorce can require significant changes to an estate plan A divorce case will work many changes in your life and one of the more important is how it will change the relationship between your eventual estate and that of your first wife or children. During your...
If you became mentally incapacitated, for instance due to Alzheimer's disease, dementia or another serious illness or injury, how would you want to be cared for? If you could not communicate with your doctors, who would you want to speak on your behalf? And who would...
Childless elderly people face unique challenges, especially when it comes to estate and care planning. More people are choosing not to have children, which has given rise to what is being called the "elder orphan" population. Elder orphans are those who are both...
When most people in California think about estate planning, they see it merely as a vehicle for providing assets to their children or other close family members after they are gone. It is true that estate plans serve very important functions such as: Appointing...
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...
A new California sales tax law will require out-of-state online retailers to pay sales tax in California if they do substantial business with consumers in the state. Previously, Internet merchants were only required to collect California sales tax if they maintained a...
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...
On behalf of Connie Yi Legal duties of trustees are complex. A trust is a legal entity created to hold and preserve assets for the benefit of designated beneficiaries. The creator of a trust, called the settlor, appoints a trustee to administer and manage the trust...
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...
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...