Bay Area Estate And Tax Planning Law Firm
Investment News editor and financial planner Mary Beth Franklin ended up with a key take away from her husband's recent 65th birthday that she didn't remotely suspect would materialize amidst the festivities.And that was this: that figurative and literal coming-of-age...
"Follow the money."Those were the words uttered recently by a top IRS official within the agency's Criminal Investigation division (CI) concerning government attempts to track down alleged tax evaders with money secreted away in foreign accounts. The CI's targeting of...
In a recent article published for Rolling Stone magazine, actress Billie Lourd revealed that she always lived in her mother’s and grandmother’s shadows. For the unititiated, Lourd’s famous mother and grandmother are Carrie Fisher and Debbie Reynolds,...
We stressed in our immediately preceding blog post the logical need for individuals and families in California and across the country to periodically revisit the estate plans they carefully crafted in the past. We noted in our July 27 entry that the financial...
Most states, including California, have laws in place to protect surviving spouses and other potential heirs to a decedent's property. This means that if one spouse dies, the other still has inheritance rights even if a will was never written or an existing will never...
Estate plans are not static. Everyone wishes that they were -- that we could just create them and forget about them, and that the plans themselves would adapt to life changes and legal changes over time. But that Utopian world doesn't exist. We have to change our...
The California judge slated to rule this upcoming September on a dismissal motion filed last week by Tanya Thicke might have things clearly in mind and fully pieced together by then, being capable of weighing in definitively and with full confidence on the matter.On...
Many articles and commentaries on so-called "elder law" estate planning stress its utility in guarding against skyrocketing nursing care costs, especially in residential homes. As a proven estate planning law firm that routinely provides diligent representation to...
Your loved one is getting older, and the last thing you want to see is a family fighting over the inheritances and estate left behind. There are many reasons that people fight over estates. Some disputes come out of nowhere, but it's more likely that they have been...
Keeping a business profitable is probably one of the toughest questions facing a business owner. Indeed, the business may be thriving today, or this year, but ensuring the continuing viability takes planning, especially if you don’t plan on being in the business...