Understandably, you need knowledgeable and on-point legal acumen brought to bear on your behalf if you are the scion of a family fortune with a strong eye on passing along great wealth to following generations.Astute estate planning -- regarding inheritances, lawfully...
Bay Area Estate And Tax Planning Law Firm
Bay Area Estates and Tax Law Blog
Faithful companion: Can estate planning ensure care of a pet?
There was certainly a time when judges in California and across the country were uniformly disinclined in family law matters to spend more than a moment of time -- if any time at all -- considering the interests of Fido and/or Fluffy in a divorce matter. Pets were --...
What occurs during the probate process?
When a loved one passes away, you'll have many thoughts going through your mind. At some point, you must turn your attention to this person's estate plan.Did they have a will or a trust? With a will, there is no way around the probate process. Instead, this will move...
What would Jimi Hendrix have thought of this estate battle?
With the 50th anniversary of famed rock guitarist Jimi Hendrix's death fast approaching, it would seem reasonable to assume that any legal uncertainty and attendant acrimony involving his estate would be eclipsed and fading fast in the rear-view mirror of time.Not...
Charitable contributions: maybe your adviser should wear two hats
Although certified public accountants provide valuable assistance to their clients across a wide universe of financial matters having material tax-related implications, their services do not typically extend in equal fashion to the giving of reflective advice on...
Families and estate planning: you can’t overvalue communication
Is there a malcontent in your family, say, a brother or sister who constantly complains of some perceived inequity in how he or she is treated vis a vis all the other siblings?Or is there perhaps a sibling who, compared with other family members, always seems unduly...
Ending an estate battle prior to a total dissolution of assets
"In the ballpark" was the comment uttered by a now-deceased business tycoon some years back in response to an estimate of his net worth pegged at about $500 million.That concurrence would be far off the mark today, though, if businessman Jeno Paulucci -- who died in...
How things can turn south with even a well-crafted estate plan
A recent article in an online California publication is quite instructive -- even eye-opening -- regarding the need for any estate planner to periodically revisit material points in planning documents and, if necessary, make adjustments to conform with present...
Bona-fide estate concern for many: funeral arrangements, costs
Seemingly, a 75% success rate qualifies as a win in many of life's endeavors.That's certainly not the case, though, as regards the attempts of an individual or family members to gather relevant information on funeral costs. Most people in California and across the...
Estate litigation: cautionary tales from 2016
Some things in life remain constant.The sun rises each day. The seasons change. And families continue to fight over estates.That latter declaration is the lead in a recent wealth-focused article in a national publication chronicling some of the more prominent family...
