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Estate Planning Archives

Newly proposed fiduciary rules: Will they impact estate attorneys?

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 work on behalf of clients.

Yes, you're concerned with rising health costs: and you should be

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.

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 -- and still are -- deemed personal property. Courts have historically been a bit impatient with pet-related issues and averse to engaging in any best-interest analysis.

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 estate planning and administration.

Far more to estate planning than cross-generational asset transfers

A chart appearing in a recent study focused upon estate planning reveals a clear trajectory regarding Americans' progressive appreciation of key planning considerations as they get older, coupled with their increased willingness to proactively embrace estate planning.

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 realities.

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