A recent media report on estate planning and administration cites to a whopping $30 trillion or so (yes, that's with a "t") in assets that is expected to be passed along from baby boomers to their heirs over the next few decades.
If you're like a lot of people, you feel pretty good in the wake of working with an experienced estate administration attorney to craft what you believe is a future-oriented plan that makes sense and will well protect your loved ones.
There are certainly lots of reasons why a motivated individual or family might want to get started on implementing a sound estate plan to prepare for the future.
A recent Forbes article on estate administration notes that sound and timely planning is a smart strategy for a person "no matter what his or her level of worth."
There's an irony central to family life that is highlighted in the parent/child dynamic. And it is underscored in the role reversal that often takes place among family members.
A recent New York Times article addresses a distinct American phenomenon that has material implications for legions of estate planners in California and all across the country.
Trustees are central and authoritative figures regarding trust accounts, commanding a number of powers while they exercise close oversight and control over a trust's administration.
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.
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, respectively.
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 strategies and detailed expectations inherent in given estate administration documents and tools need to be adjusted sometimes "when the world around us changes."