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Posts tagged "estate planning"

Your will is going to trump a beneficiary designation, right?

Any reasonable California resident is likely going to feel an uptick of peace and relief in the immediate wake of working with a proven estate planning attorney and implementing a well-tailored strategy for protecting loved ones and addressing future contingencies.

Basic steps before crafting a business succession plan

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 forever. With that said, succession planning should be an essential part of business planning.

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.

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