Bay Area Estate And Tax Planning Law Firm
Forbes contributor Daniel Scott will likely not embrace many new friendships among professionals in the estate planning realm following his recently penned article criticizing the industry.Scott – who is a money manager and financial adviser – gives the...
Avid watchers of television crime dramas have undoubtedly run across one or more shows centered on acrimonious family disputes involving a testator's will. Such offerings often spotlight alleged wrongdoing of a serious nature that now promises results so-called will...
The phrase “alleged disinheritance” is likely to command attention in any final estate plan accounting, with that certainly being the case where a celebrity is concerned.Burt Reynolds unquestionably qualifies for that title, with that actor being a...
You and your siblings haven't gotten along in years. Granted, you're occasionally able to put the fights and rivalries aside for Christmas dinner or some other family gathering, but that's a far cry from being happy and getting along. You're just pretending for the...
A recent and notably instructive article on estate administration delivers a kind of two-sided-coin message concerning key money matters for planners.It notes on the one hand that legions of individuals and families fail to appreciate “just how big a bite taxes...
Most American taxpayers likely don’t even know what the acronym OVDP stands for. Those who can readily connect those letters with “Offshore Voluntary Disclosure Program,” though, probably know quite a bit about that IRS initiative. They know it...
We have stated many times in our estate planning blog at the Alameda County Law Offices of Connie YI that effective estate administration entails more than the mere protection of family property.That is certainly a key and fundamental planning focus, true enough. It...
The adage, “Where there’s a will, there’s a way” applies in an unintended though most literal manner to the realm of estate planning. A planner who executes a well-crafted will prior to passing leaves behind a legal document that provides for...
Divorce is more common than it was years ago, and so there are more blended families in the United States these days. After all, many people choose to remarry after a divorce, and that often means bringing children from a previous marriage into a newly blended...
Tick. Tick. Tick.That is the aural imagery advanced in a recent Forbes piece with a “what might go wrong” perspective on estate planning, especially concerning the individuals empowered to act on behalf of a planner. Those persons can be many and with...