Bay Area Estate And Tax Planning Law Firm
"Follow the money."So says Don Fort, a chief principal with the Internal Revenue Service's Criminal Investigation division, known for its relentless probing of Americans holding accounts abroad in foreign financial institutions. Fort doesn't care overly much about the...
To say that a common core of estate planning considerations and strategies is equally applicable for both heterosexual and same-sex couples, respectively, is an obvious oversimplification.And, indeed, it is an inapt observation even where heterosexual planning...
The title of trustee comes with some very serious responsibilities. For example, you must maintain control over the property owned by the trust and, furthermore, you must take steps to preserve it. This means that you will have to make decisions to protect the trust's...
Actor, songwriter and talk show host Alan Thicke died in December of last year, likely thinking prior to his passing that he had duly engaged in estate planning in a reflective and sound manner.Seemingly, and based on estate administration details that have recently...
The financial publication Wealth Management notes at the outset of a recent article on select professionals and the duties they owe to clients that estate planning attorneys haven't historically been deemed to be providing investment advice in narrow terms when they...
The following is not meant to be a tale imparted for shock value or to entice any person to run immediately to a proven estate planning attorney in an attempt to fool-proof future plans or guarantee upside results regarding every tangent of life going forward.Rather,...
Challenging a will can be a very difficult and complicated process. In addition, it is not something everyone can do. Imagine that you are engaged in a disagreement over how to handle a relative's estate. Can you legitimately challenge the will? Can the other person?...
At the well-established Bay Area estate planning and administration , we certainly understand the warm glow that some individuals can feel when being named as trustee of a trust.And for obvious reasons, with the designation flatly denoting...
There are unquestionably legions of hard-core proponents who readily extol the virtues of FATCA and want to see its legislative fiat persevere in the future.Notably, though, most of those supporters are individuals, families and business owners with no assets held in...
Have you ever wondered what an estate representative's job would be if there were a potential for the estate to make additional income after the decedent's death? While an estate representative or executor isn't expected to be a financial wizard, he or she does need...