We use a recent Forbes article on estate planning as a logical launch pad for discussion in our blog post today. That piece focuses on the idea that estate administration inordinately focuses on after-death strategies and outcomes, and not enough on here-and-now...
Bay Area Estate And Tax Planning Law Firm
Bay Area Estates and Tax Law Blog
This estate litigation not fated, but not especially surprising
Glen Campbell unquestionably lived large, having a life that fully justifies the many biographies that will certainly surface in the wake of his recent death. The singer/guitarist was a music legend with a broad-based entertainment career spanning decades.As to his...
Estate planning acrimony: What’s the biggest trigger?
What might interfere most with your expectation as an adult child that mom and dad’s estate plan is going to leave you with “X” amount of money?In other words, what might most reasonably derail your decidedly confident view and turn that inheritance...
The elderly often refuse to believe in undue influence
Your parent, nearing the end of his or her life, suddenly has a new love interest. The person is far younger than your parent, and you feel skeptical. That is confirmed when you meet the person and spend time with the two of them together. It seems clear to you that...
As an estate planner, do a favor for your family: communicate
Mum’s the word.We all know that expression, right? It slides in nicely along something like, “Keep it close to the vest.” The bottom line stressed in such adages is reticence, a pulling back, a strategy of silence in lieu of overt willingness to...
Why do misconceptions abound with estate planning?
Some California individuals and families that contact experienced estate administration attorneys do so forearmed with a fair bit of relevant knowledge and an attendant appreciation concerning a need to timely act.Estate planners obviously appreciate that. It makes...
Avoiding family feuds is possible with a good estate plan
When you have several heirs and people who could potentially question your will, the best thing you can do is to create a strong estate plan and to discuss it with those who are to benefit from it. You may already understand that estate plans are there to provide...
3 difficult scenarios that may arise when inheriting property
Real estate is an unusual asset for a variety of reasons. Properties can take up a significant portion of a decedent’s wealth while also being complex to liquidate or divide. A family home or vacation spot often carries an emotional component for heirs as well. For...
Famed superhero creator’s estate battle offers instructive lessons
It’s unlikely that the Black Panther or Spider Man would need any help with this. And a character like the Hulk would certainly confront the challenge in resolute head-on fashion, spending scant little time pounding all obstacles into submission.It is a bit of a...
A few thoughts, considerations regarding the “elder orphan”
Estate administration is a legal realm marked by a prominent irony, namely this: high numbers of people insisting that they cannot be benefited by a tailored estate plan who actually have a dire need to think about and execute relevant planning documents. Take the...
