Bay Area Estate And Tax Planning Law Firm
A lot of estate disputes are really financial matters. One child doesn't get as much as another and disputes it. Another child doesn't get as much as expected and disputes that. Still another doesn't like that so much money went to charity and thinks it should have...
A financial planner notes in a recent Forbes piece that, rather than being an anomaly, trusts are common fixtures in the plans he creates for clients. In fact, states Rob Clarfeld, it is unusual for him "not to recommend incorporating one or more trusts" in the work...
An estate planning insider recently writing on that topic for Forbes sought to underscore a point on self-drafted wills by making an analogy to an electrician.Christine Fletcher notes in her piece that she, like legions of other do-it-yourself types across the...
“Standard and uncontested.”That is one online article’s assessment of how probate in California and elsewhere generally works. That overview’s take on probate stresses that the process for finally settling a decedent’s estate in court is...
A recent Forbes financial article stresses that financial planning “can become intricate and emotionally fraught for high-net-worth families that have a lot at stake.”We have underscored that important point in many of our prior blog posts at the Bay Area...
Many people in the estate planning world will eagerly offer arguments opposing a writer’s stated view that a revocable trust “is essentially a will replacement.”That author -- an industry insider – makes a number of cogent arguments to advance...
When your remaining parent passes away, you know things are bound to get complicated. They have a significant amount of wealth that all has to get passed on to the next generation. It's going to take time and effort to sort it all out, even though you know they have...
The numbers are now in, and they paint “a pretty stark picture.” So says a principal with Giving USA, a decades-old foundation that provides routinely relied-upon data relevant to charitable giving across the United States. What Giving USA’s vice chair Laura MacDonald...
Legions of people in California and nationally routinely sidestep contacts to professionals in lieu of trying to accomplish a particular goal on their own. Examples of that can be quickly supplied, and across a broad front. Some individuals put "for sale by owner"...
Legions of LGBTQ individuals across California and nationally have estate planning concerns that are no different from those on the minds of their “straight” friends, family members and acquaintances.Planners everywhere and from every demographic typically...