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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...
Reportedly, about 70% of all Americans who live outside the United States have a problem with the country’s taxation scheme.Bottom line: They don’t think they should be required to pay taxes at all. There are approximately 9 million Americans residing...
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...
Parents who want to avoid disputes after their passing have at least one great option that they can use to do prevent them. It's a simple solution: giving gifts while they're still alive.While parents may want to leave inheritances to their children, it's a good idea...
A recent Forbes piece spotlighting the Internal Revenue Service notes news of recent years stressing a progressively weakened tax agency. The IRS is increasingly portrayed as a handcuffed agency featuring a steady reduction of agents/examiners, a decreased audit rate...
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...
What happens in California to a loved one’s debt in the wake of his or her passing?That is a question often posed to estate planning attorneys, and a query that just as often naturally leads to a spotlighting of the probate process. Narrowly termed, probate is...
When your mother passed away, you didn't think there would be any issues. You and your siblings, you thought, were all on the same page. You thought you'd all just be happy with whatever you inherited and that you'd be working together to get through this tough time...
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...
An old joke is that wherever there's a will . . . there are greedy relatives. While there is indeed truth in that adage, that's by far not the sole dynamic at play in most estate battles.The truth is that each of the decedent's heirs and family members brings a...
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...
Estate planning can entail special complexities and challenges in almost any given case. Some California residents know that to be especially true when a portion of family assets reside in one or more offshore accounts. In such a case, a prominent third party...
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