ESTATE PLANNING: What You Need at a Glance
Nearly every legal adult should have a comprehensive estate plan...
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Nearly every legal adult should have a comprehensive estate plan...
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Probate – a court-supervised estate administration proceeding – is generally required for...
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Given this major law change and its potentially profound consequences...
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Here’s an issue that is often shrouded in significant mystery – how to take title to your home...
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the centerpiece of a 21st Century Estate Plan – because it will tell your story...
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Trust was executed and funded properly, it has the important advantage of allowing it to be...
Read MoreProspective business owners must protect themselves when purchasing a business...
Protecting yourself and your assets is therefore of the utmost importance. As this blog post will explore...
You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan...
Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time...
The successor trustee(s) of your living trust, The executor and successor executor(s) of your will..
Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. ...
The confluence of an aging population, longer life expectancies, and a plethora of con-artists has resulted in an explosion...
The perpetrators may be caregivers, financial service providers, neighbors or “friends”...
One aspect of asset/creditor protection that arises in the estate planning process...
The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others...
Proper planning and related documentation should be completed by the first generation of (voluntary) co-owners...
A considerable number of myths exist about Estate Planning and, in particular, Revocable Living Trusts...
Myth: It is time-consuming and complicated to establish, fund, and manage a Revocable Living Trust...
Myth: If I sign a Power of Attorney, I don’t need a Will or Trust...
Some of these involve relatively complex matters like estate planning..
Wrote about how people who engage in DIY estate planning frequently think...
Probate Court a Petition for Probate and extensive related paperwork...
The dangerous actions and omissions: Employing domestic help without proper insurance coverage...
Giving an amount that leaves you vulnerable to a lower quality of life, Failing to take advantage...
In the course of handling a trust administration for two brothers whose parents had died...
The term “asset protection” is defined and used in many different ways...
Revocable Living Trusts are a wonderful tool in many respects...
As Internet companies refine their rules and policies, and legislatures enact new statutes...
Life expectancies are steadily rising. Generally, healthier lifestyles...
The term “asset protection” is defined and used in many different ways...
When Giving To Children, Is Equal Always Fair...
Estate Planning for Blended Families – Part One...
It talked about the importance of blended families to engage in careful estate planning...
Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs)...
we discussed how the rules related to inheriting an IRA are often shrouded in mystery...
Life expectancies are steadily rising. Generally, healthier lifestyles...
Here’s the story of a special project I completed for a client some months ago...
If all of the core estate planning documents I draft for clients, the Advance Health Care Directive (AHD) is arguably...
I spend most of my time helping clients establish and update their estate...
I also like to help clients enhance or “supercharge” their estate plans so as to transform...
Over the years, I’ve encountered many situations in which clients, regardless of best intentions, have been myopic...
A considerable number of myths exist about Estate Planning...
The term “asset protection” is defined and used in many different ways...
FAILING TO PLAN AT ALL, NOT OBTAINING PROPER LEGAL ADVICE...
NOT HAVING CURRENT BENEFICIARY DESIGNATIONS ON FILE FOR LIFE INSURANCE AND RETIREMENT PLANS...
Many elderly and baby boomers are aware of the potential upcoming challenge but have chosen denial...
Estate planning for blended families can be complex, sensitive and difficult...
Here are some additional strategies that can be used to help overcome limitations of commonly structured living trusts...
We are facing new questions about what to do with our social media, websites and Internet applications when we’re gone...
we are facing new questions about what to do with our social media...
Nearly every legal adult should have a comprehensive estate plan...
The article states that procrastination is defined by scientists...
The estate planning “game” is one every adult plays, but some play more actively...
Giving an amount that leaves you vulnerable to a lower quality of life...
Making lifetime versus testamentary gifts of appreciated assets...
California law governing safe deposit boxes is somewhat complicated and has important...
Other somewhat convoluted rules give certain access and control upon your death...
Establishing a Revocable Living Trust for yourself and your family is...
Choosing Co-Trustees, even when they consist of all of your children...
Other somewhat convoluted rules give certain access and control upon your death...
Other somewhat convoluted rules give certain access and control upon your death...
Other somewhat convoluted rules give certain access and control upon your death...
Other somewhat convoluted rules give certain access and control upon your death...
Establishing a Revocable Living Trust for yourself and your family is worthwhile...
Choosing Co-Trustees, even when they consist of all of your children...
Many say: “I just want my kids to be happy”. This begs the question...
Consequently, when they die and their children (or other loved ones) receive an inheritance...
Is “do it yourself” (DIY) estate planning wise? My opinion is that in most cases...
Quite often, we hear people say things like: “the most important thing is our health”...
“if you have your health, you have everything”...
You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan...
Prospective Business Purchase, Business Entity Formation, General Business Counsel...
Estate Planning is largely about providing for the smooth succession of management of your personal...
A Probate is, quite simply, a court-supervised estate administration proceeding...
When a person dies with a Will or without a Will, but has no Revocable Living Trust, a Probate is usually required...
This article focuses on practical steps you can take to try to protect your assets...
A considerable number of myths exist about Estate Planning...
Revocable Living Trusts. Although increased media coverage and a higher level of consumer...
Which it cover some common myths and misconceptions about estate planning...
mitigate their fear of lawsuits – an understandable fear in today’s litigious environment and reduce...
When the term “estate planning” is used, most people immediately think about Wills and Trusts...
Today’s article covers common estate planning myths...
Home values in this area have rebounded nicely since the downturn about 5 years ago...
In the course of handling a trust administration for two brothers whose parents had died...
Given this major law change and its potentially profound consequences...
INTRO: Quite often, we hear people say things like: “the most important thing is our health”...
It is so true, yet nevertheless, Advance Health Care Directives...
Consumer articles about estate planning don’t often venture into discussions...
Estate planning and real estate are the areas upon which my law practice is focused...
As such, I periodically advise and assist clients with intra-family real estate transactions...
Probate – a court-supervised estate administration proceeding...
One aspect of asset/creditor protection that arises in the estate planning process...
AB139 makes available a new kind of deed, called a “revocable transfer on death deed”...
Establishing a Revocable Living Trust for yourself and your family is worthwhile...
The estate planning “game” is one every adult plays...
Estate Planning is largely about providing for the smooth succession...
Parents usually try their best to treat their children equally and children tend to expect that...
In our area, many people have sizable estates...
Consumer articles about estate planning don’t often venture...
about privacy and disclosure law as it relates to Living Trusts...
Life expectancies are steadily rising...
I’ve highlighted a few common types of estate planning...
myopia that can lead to significant problems...
One aspect of asset/creditor protection that arises in the estate planning...
process involves the desire by parents to protect their children from post-inheritance divorces...
Why Should You Make a Legacy Video Part of Your Estate Plan...
Estate planning and real estate are the areas...
Estate planning and real estate are the areas upon which my law practice is focused...
The article states that procrastination is defined by scientists...
“the intentional delay of an action despite foreseeable negative future consequences”...
Parents typically have a keen ongoing focus...
We live in a world that loves to litigate...
Protecting yourself and your assets is therefore of the utmost importance...
Estate Planning is not static nor is it an individual endeavor...
Don’t be alarmed – “the talk” in the caption refers to trust and estate matters!...
As important as estate planning is for non-blended families...
Home values in this area have rebounded nicely since the downturn many years ago...
Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons...
Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs)...
The estate planning “game” is one every adult plays, but some play more actively...
The article states that procrastination is defined by scientists...
Protecting yourself and your assets is therefore of the utmost importance...
Periodically advise and assist clients with intra-family real estate transactions...
I spoke about real estate transactions that frequently involve overlapping estate planning considerations...
Time to talk about New Year’s resolutions, and specifically about considering whether...
The article states that procrastination is defined by scientists...
The article states that procrastination is defined by scientists...
Life expectancies are steadily rising...
Generally, healthier lifestyles and meaningful advances in medicine bode well for this trend to continue...
The estate planning game is one every adult plays, but some play more actively and more intelligently than others...
The challenge lies in understanding how all the rules work...
we are facing new questions about what to do with our social media, websites and Internet applications...
Sometimes, circumstances are such that a decedent did not have a Revocable Living Trust...
Estate Planning documents can help you effectively and efficiently pass on wealth to your loved ones...
Curt took this opportunity to consult with me about how to best protect the wonderful inheritance his daughters...
best protect the wonderful inheritance his daughters were about to receive...
It's not a stretch to characterize elder financial abuse as an epidemic...
The confluence of an aging population, longer life expectancies, and a plethora of con-artists has resulted...
Family members often become “involuntary” co-owners of real estate...
a business by inheriting a fractional interest in an asset co-owned by other family members...
Parents usually try their best to treat their children equally and children tend to expect that...
we talked about why parents usually try their best to treat their children equally and children tend to expect that...
The process of creating your very own Legacy Video involves interview preparation...
Today’s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless,...