Bay Area Estate And Tax Planning Law Firm
It doesn’t uniformly raise eyebrows when an individual appointed with decision-making powers concerning another person’s finances or health care questions the latter’s capacity. That actually happens routinely in California and across the country,...
It's shocking how many people pass away with no estate plan and no will. Obviously, everyone will pass away at some time. We all know it. Anyone with assets knows it's coming and they know that an estate plan can make it go smoothly. But they just don't do it.Take,...
Most people value their privacy, and that is certainly true for members of well-heeled families who understandably don’t want the details of their assets closely chronicled in media tabloids.There are of course many sound and tailored strategies that a proven...
Can you sense it?Although many of our readers might not perceive it in any manifestly overt way, they nonetheless can intuit that there is an unprecedented amount of cash and other assets being shifted around presently. The movement owes to vast amounts of wealth...
Don’t exactly relish broaching the topic of estate planning with one or both of your parents?Well, join the crowd. A recent Forbes article addressing that subject matter cites study findings indicating that most adult children “don’t feel it is their...
Imagine that you have two children. For decades, you have run a family business. It is your pride and joy, not to mention your main source of income. You want to pass that business on to one of your kids when you pass away.Your first child is smart and well-educated,...
Kudos to any couple that has the foresight to execute a well-considered estate plan during marriage, especially married partners with children. Despite their best intentions, many spouses don’t get around to crafting a strategy that addresses life’s core...
If all lawyers in a select practice area were the same, choosing legal counsel would hardly be a chore, would it? An individual or family seeking assistance would merely need to highlight the first name on a list and pick up the phone.Real life is not that simple,...
Many people feel justifiably proud -- as well as relieved – following their completion of a sound and comprehensive estate plan.And they should, obviously. Knowing that key life objectives have been promoted through the execution of a tailored and well-crafted...
Trying to create a conflict-free estate plan is difficult, and it's not just the plan you have to think about. Sure, it is important to avoid potential conflicts over issues like unequal bequests or the division of sentimental assets, and you need to keep that in mind...