R. Silverman Law Group Blog

ESTATE PLANNING: What You Need at a Glance

ESTATE PLANNING: What You Need at a Glance

Nearly every legal adult should have a comprehensive estate plan...

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FYI: Probate Administration Explained

FYI: Probate Administration Explained

Probate – a court-supervised estate administration proceeding – is generally required for...

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Is Your Living Trust a Bomb Ticking Silently?

Is Your Living Trust a Bomb Ticking Silently?

Given this major law change and its potentially profound consequences...

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REAL ESTATE: How Important Is Your Title?

REAL ESTATE: How Important Is Your Title?

Here’s an issue that is often shrouded in significant mystery – how to take title to your home...

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LEGACY PLANNING: Why It Is So Important

LEGACY PLANNING: Why It Is So Important

the centerpiece of a 21st Century Estate Plan – because it will tell your story...

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TRUST ADMINISTRATION: Revocable Living Trust

TRUST ADMINISTRATION: Revocable Living Trust

Trust was executed and funded properly, it has the important advantage of allowing it to be...

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ADVICE FROM ROB: Business Services

Prospective business owners must protect themselves when purchasing a business...

ADVICE FROM ROB SILVERMAN: Protect Your Assets – Before It’s Too Late

Protecting yourself and your assets is therefore of the utmost importance. As this blog post will explore...

ADVICE: Pass On More Than Your Wealth, Pass on Your Legacy

You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan...

Are You Confident About Your Estate Planning Team? – Part One

Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time...

Are You Confident About Your Estate Planning Team? – Part Two

The successor trustee(s) of your living trust, The executor and successor executor(s) of your will..

ASK YOURSELF: Are You Confident About Your Estate Planning Team?

Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. ...

Be On High Alert For Elder Financial Abuse! – Part One

The confluence of an aging population, longer life expectancies, and a plethora of con-artists has resulted in an explosion...

Be On High Alert For Elder Financial Abuse! – Part Two

The perpetrators may be caregivers, financial service providers, neighbors or “friends”...

CASE STUDY: “Outlaw” Protection

One aspect of asset/creditor protection that arises in the estate planning process...

CASE STUDY: The Law and Unintended Consequences

The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others...

CASE STUDY: When Family and Business Don’t Mix

Proper planning and related documentation should be completed by the first generation of (voluntary) co-owners...

Common Estate Planning Myths – Part 1

A considerable number of myths exist about Estate Planning and, in particular, Revocable Living Trusts...

Common Estate Planning Myths – Part 2

Myth: It is time-consuming and complicated to establish, fund, and manage a Revocable Living Trust...

Common Estate Planning Myths – Part 3

Myth: If I sign a Power of Attorney, I don’t need a Will or Trust...

Do It Yourself (DIY) Estate Planning…Is It Wise? – Part One

Some of these involve relatively complex matters like estate planning..

Don’t Be Left in the Dark – Part One

Wrote about how people who engage in DIY estate planning frequently think...

Don’t Be Left in the Dark – Part Two

Probate Court a Petition for Probate and extensive related paperwork...

Don’t Let Fear of Lawsuits Disrupt Your Sleep!

The dangerous actions and omissions: Employing domestic help without proper insurance coverage...

ESTATE PLANNING: 5 Common Gift-Giving Mistakes

Giving an amount that leaves you vulnerable to a lower quality of life, Failing to take advantage...

ESTATE PLANNING: Advice About Safe Deposit Boxes

In the course of handling a trust administration for two brothers whose parents had died...

Estate Planning Advice: Asset and Family Protection – Part One

The term “asset protection” is defined and used in many different ways...

Estate Planning Advice: Asset and Family Protection – Part Two

Revocable Living Trusts are a wonderful tool in many respects...

ESTATE PLANNING ADVICE: What to Do With Your Digital Legacy

As Internet companies refine their rules and policies, and legislatures enact new statutes...

ESTATE PLANNING: Are You Prepared for Long Term Care?

Life expectancies are steadily rising. Generally, healthier lifestyles...

ESTATE PLANNING: Asset and Family Protection

The term “asset protection” is defined and used in many different ways...

ESTATE PLANNING CASE STUDIES: Rob Silverman’s Advice on How to Protect Your Family

When Giving To Children, Is Equal Always Fair...

Estate Planning for Blended Families – Part One

Estate Planning for Blended Families – Part One...

Estate Planning for Blended Families – Part Two

It talked about the importance of blended families to engage in careful estate planning...

Estate Planning for IRAs – Part One

Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs)...

Estate Planning for IRAs – Part Two

we discussed how the rules related to inheriting an IRA are often shrouded in mystery...

ESTATE PLANNING: How Does Long Term Care Fit In?

Life expectancies are steadily rising. Generally, healthier lifestyles...

ESTATE PLANNING: How to Use Your Estate Plan to Pass on Values

Here’s the story of a special project I completed for a client some months ago...

ESTATE PLANNING: It Really Is All About Your Health

If all of the core estate planning documents I draft for clients, the Advance Health Care Directive (AHD) is arguably...

ESTATE PLANNING: Leaving a Powerful Legacy – Part One

I spend most of my time helping clients establish and update their estate...

ESTATE PLANNING: Leaving a Powerful Legacy – Part Two

I also like to help clients enhance or “supercharge” their estate plans so as to transform...

ESTATE PLANNING: Myopia Can Be Hazardous

Over the years, I’ve encountered many situations in which clients, regardless of best intentions, have been myopic...

Estate Planning Myths

A considerable number of myths exist about Estate Planning...

ESTATE PLANNING NEWS: Asset and Family Protection

The term “asset protection” is defined and used in many different ways...

Estate Planning No-No’s! - Part One

FAILING TO PLAN AT ALL, NOT OBTAINING PROPER LEGAL ADVICE...

Estate Planning No-No’s! - Part Two

NOT HAVING CURRENT BENEFICIARY DESIGNATIONS ON FILE FOR LIFE INSURANCE AND RETIREMENT PLANS...

ESTATE PLANNING QUESTION: How Does Long Term Care Fit In?

Many elderly and baby boomers are aware of the potential upcoming challenge but have chosen denial...

Estate Planning Strategies for Blended Families – Part One

Estate planning for blended families can be complex, sensitive and difficult...

Estate Planning Strategies for Blended Families – Part Two

Here are some additional strategies that can be used to help overcome limitations of commonly structured living trusts...

ESTATE PLANNING: The New World of Digital Legacy

We are facing new questions about what to do with our social media, websites and Internet applications when we’re gone...

ESTATE PLANNING: What to Do With Your Digital Legacy

we are facing new questions about what to do with our social media...

ESTATE PLANNING: What You Need…at a Glance

Nearly every legal adult should have a comprehensive estate plan...

FYI: Procrastination – Science and Remedy

The article states that procrastination is defined by scientists...

FYI: The Estate Planning “Game” – How the Rules Work

The estate planning “game” is one every adult plays, but some play more actively...

Give From Your Heart But Use Your Head – Part One

Giving an amount that leaves you vulnerable to a lower quality of life...

Give From Your Heart But Use Your Head – Part Two

Making lifetime versus testamentary gifts of appreciated assets...

How To Be Safe With Safe Deposit Boxes – Part One

California law governing safe deposit boxes is somewhat complicated and has important...

How To Be Safe With Safe Deposit Boxes – Part Two

Other somewhat convoluted rules give certain access and control upon your death...

How to Choose a Trustee – Part One

Establishing a Revocable Living Trust for yourself and your family is...

How to Choose a Trustee – Part Two

Choosing Co-Trustees, even when they consist of all of your children...

How To Be Safe With Safe Deposit Boxes – Part Two

Other somewhat convoluted rules give certain access and control upon your death...

How To Be Safe With Safe Deposit Boxes – Part Two

Other somewhat convoluted rules give certain access and control upon your death...

How To Be Safe With Safe Deposit Boxes – Part Two

Other somewhat convoluted rules give certain access and control upon your death...

How To Be Safe With Safe Deposit Boxes – Part Two

Other somewhat convoluted rules give certain access and control upon your death...

How to Choose a Trustee – Part One

Establishing a Revocable Living Trust for yourself and your family is worthwhile...

How to Choose a Trustee – Part Two

Choosing Co-Trustees, even when they consist of all of your children...

Inheritance Jackpot – Will The Kids Be Happy? – Part One

Many say: “I just want my kids to be happy”. This begs the question...

Inheritance Jackpot – Will The Kids Be Happy? – Part Two

Consequently, when they die and their children (or other loved ones) receive an inheritance...

Is DIY Estate Planning Ever a Wise Move?

Is “do it yourself” (DIY) estate planning wise? My opinion is that in most cases...

It’s All About Your Health – Part One

Quite often, we hear people say things like: “the most important thing is our health”...

It’s All About Your Health – Part Two

“if you have your health, you have everything”...

LEGACY PLANNING: Go Beyond the Traditional Estate Plan

You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan...

LEGAL ADVICE: Business Services

Prospective Business Purchase, Business Entity Formation, General Business Counsel...

LEGAL FYI: The Often Neglected Piece of Estate Planning

Estate Planning is largely about providing for the smooth succession of management of your personal...

LEGAL FYI: What is Probate?

A Probate is, quite simply, a court-supervised estate administration proceeding...

LEGAL QUESTIONS ANSWERED: What is Probate?

When a person dies with a Will or without a Will, but has no Revocable Living Trust, a Probate is usually required...

LEGAL READ: Asset and Family Protection

This article focuses on practical steps you can take to try to protect your assets...

LEGAL READ: Common Estate Planning Myths – Part 1

A considerable number of myths exist about Estate Planning...

LEGAL READ: Common Estate Planning Myths – Part 2

Revocable Living Trusts. Although increased media coverage and a higher level of consumer...

LEGAL READ: Common Estate Planning Myths – Part 3

Which it cover some common myths and misconceptions about estate planning...

LEGAL READ: Don’t Let Fear of Lawsuits Disrupt Your Sleep!

mitigate their fear of lawsuits – an understandable fear in today’s litigious environment and reduce...

LEGAL READ: Estate Planning – What Every Adult Should Have

When the term “estate planning” is used, most people immediately think about Wills and Trusts...

LEGAL READ FROM ROB: Five Estate Planning Myths

Today’s article covers common estate planning myths...

LEGAL READ: Home Real Estate Planning Alternatives

Home values in this area have rebounded nicely since the downturn about 5 years ago...

LEGAL READ: How To Be Safe With Safe Deposit Boxes

In the course of handling a trust administration for two brothers whose parents had died...

LEGAL READ: Is Your Living Trust a Bomb Ticking Silently?

Given this major law change and its potentially profound consequences...

LEGAL READ: It Really Is All About Your Health

INTRO: Quite often, we hear people say things like: “the most important thing is our health”...

LEGAL READ: It’s All About Your Health

It is so true, yet nevertheless, Advance Health Care Directives...

LEGAL READ: Living Trusts – How Far Does Privacy Go?

Consumer articles about estate planning don’t often venture into discussions...

LEGAL READ: Pitfalls of Intra-Family Real Estate Transactions – Part One

Estate planning and real estate are the areas upon which my law practice is focused...

LEGAL READ: Pitfalls of Intra-Family Real Estate Transactions – Part Two

As such, I periodically advise and assist clients with intra-family real estate transactions...

LEGAL READ: Probate Administration Explained

Probate – a court-supervised estate administration proceeding...

LEGAL READ: Protect Your Children from Post-Inheritance Divorces

One aspect of asset/creditor protection that arises in the estate planning process...

LEGAL READ: Revocable Transfer on Death Deed

AB139 makes available a new kind of deed, called a “revocable transfer on death deed”...

LEGAL READS: Rob Silverman’s Advice on Trust Administration

Establishing a Revocable Living Trust for yourself and your family is worthwhile...

LEGAL READ: The Estate Planning “Game” – How the Rules Work

The estate planning “game” is one every adult plays...

LEGAL READ: The Often Neglected Piece of Estate Planning

Estate Planning is largely about providing for the smooth succession...

LEGAL READ: When Giving To Children, Is Equal Always Fair?

Parents usually try their best to treat their children equally and children tend to expect that...

LEGAL READ: Will The Kids Be Happy with the Inheritance Jackpot?

In our area, many people have sizable estates...

Living Trusts – How Far Does Privacy Go? – Part One

Consumer articles about estate planning don’t often venture...

Living Trusts – How Far Does Privacy Go? – Part Two

about privacy and disclosure law as it relates to Living Trusts...

ASK ROB: Long Term Care and Estate Planning

Life expectancies are steadily rising...

Myopia Can Be Hazardous – Part One

I’ve highlighted a few common types of estate planning...

Myopia Can Be Hazardous – Part Two

myopia that can lead to significant problems...

“Outlaw” Protection – Part One

One aspect of asset/creditor protection that arises in the estate planning...

“Outlaw” Protection – Part Two

process involves the desire by parents to protect their children from post-inheritance divorces...

VIDEO: Pass On More Than Your Wealth, Pass on Your Legacy

Why Should You Make a Legacy Video Part of Your Estate Plan...

Pitfalls of Intra-Family Real Estate Transactions – Part One

Estate planning and real estate are the areas...

Pitfalls of Intra-Family Real Estate Transactions – Part Two

Estate planning and real estate are the areas upon which my law practice is focused...

Procrastination – Science and Remedy – Part One

The article states that procrastination is defined by scientists...

Procrastination – Science and Remedy – Part One

“the intentional delay of an action despite foreseeable negative future consequences”...

Protecting and Enhancing the Lives of Your Children – Part One

Parents typically have a keen ongoing focus...

Protect Your Assets – Before It’s Too Late – Part One

We live in a world that loves to litigate...

Protect Your Assets – Before It’s Too Late – Part Two

Protecting yourself and your assets is therefore of the utmost importance...

QUESTION: Are You Confident About Your Estate Planning Team?

Estate Planning is not static nor is it an individual endeavor...

QUESTION: When Should You Have “The Talk” With Your Children?

Don’t be alarmed – “the talk” in the caption refers to trust and estate matters!...

READ: Estate Planning for Blended Families

As important as estate planning is for non-blended families...

READ: Home (Real Estate) Planning Alternatives

Home values in this area have rebounded nicely since the downturn many years ago...

READ: How to Choose a Trustee

Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons...

READ NOW: Estate Planning for IRAs – 7 Rules to Know

Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs)...

READ NOW: The Estate Planning “Game” – How the Rules Work

The estate planning “game” is one every adult plays, but some play more actively...

READ: Procrastination – Science and Remedy

The article states that procrastination is defined by scientists...

READ: Protect Your Assets – Before It’s Too Late

Protecting yourself and your assets is therefore of the utmost importance...

REAL ESTATE: Pitfalls of Intra-Family Real Estate Transactions – Part One

Periodically advise and assist clients with intra-family real estate transactions...

REAL ESTATE: Pitfalls of Intra-Family Real Estate Transactions – Part Two

I spoke about real estate transactions that frequently involve overlapping estate planning considerations...

Reviewing Your Estate Plan – A New Year’s Resolution – Part One

Time to talk about New Year’s resolutions, and specifically about considering whether...

Revocable Transfer on Death Deed - Part One

The article states that procrastination is defined by scientists...

Revocable Transfer on Death Deed - Part Two

The article states that procrastination is defined by scientists...

The Elephant in the Room - Long Term Care - Part One

Life expectancies are steadily rising...

READ: Procrastination – Science and Remedy

Generally, healthier lifestyles and meaningful advances in medicine bode well for this trend to continue...

The Law and Unintended Consequences - Part One

The estate planning game is one every adult plays, but some play more actively and more intelligently than others...

The Law and Unintended Consequences - Part Two

The challenge lies in understanding how all the rules work...

The New World of "Digital Legacy

we are facing new questions about what to do with our social media, websites and Internet applications...

TRUST ADMINISTRATION: "Summary" Estate Administration

Sometimes, circumstances are such that a decedent did not have a Revocable Living Trust...

LEGACY PLANNING: Use Video As Part of Your Estate Plan

Estate Planning documents can help you effectively and efficiently pass on wealth to your loved ones...

Using Your Estate Plan to Pass on Values - Part One

Curt took this opportunity to consult with me about how to best protect the wonderful inheritance his daughters...

Using Your Estate Plan to Pass on Values - Part Two

best protect the wonderful inheritance his daughters were about to receive...

Watch Out For Elder Financial Abuse! - Part One

It's not a stretch to characterize elder financial abuse as an epidemic...

Watch Out For Elder Financial Abuse! - Part Two

The confluence of an aging population, longer life expectancies, and a plethora of con-artists has resulted...

When Family and Business Don't Mix - Part One

Family members often become “involuntary” co-owners of real estate...

When Family and Business Don't Mix - Part Two

a business by inheriting a fractional interest in an asset co-owned by other family members...

When Giving To Children, Is Equal Always Fair? - Part One

Parents usually try their best to treat their children equally and children tend to expect that...

When Giving To Children, Is Equal Always Fair? - Part Two

we talked about why parents usually try their best to treat their children equally and children tend to expect that...

How to Make a Legacy Video

The process of creating your very own Legacy Video involves interview preparation...