People in California may have seen a recent editorial in Forbes about the common and potentially costly mistake many people make when it comes to estate planning and preparing a will. Many people relax after they have prepared and executed their will, but whether they...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Year: 2013
Developing good financial habits for wise inheritance spending
People in California know how important it is to develop and adhere to smart financial habits, especially in a time of economic turmoil. But spending habits, and even the way people think about money in general, is also influenced by a number of societal factors that...
Disney heirs in fight over grandfather’s will
People in California surely know Disneyland as one of the state's biggest tourist attractions and the self-proclaimed "Happiest Place on Earth." Over 50 years ago, the visionary behind the empire, Walt Disney, died and left his estate to his family and loved ones....
Trusts can force your heirs to spend their inheritance wisely
People in California may have seen a recent news editorial on the topic of leaving inheritance to children and other heirs. Everyone wants their future generations to thrive and prosper even after they are deceased, but how can a person make sure their children are...
Gore Vidal leaves estate to Harvard, disinherits family
Californians may be familiar with the late author and noted liberal thinker Gore Vidal, who passed away last year and left his entire multi-million dollar estate to Harvard University, completely eschewing his family members and relatives by leaving them nothing. But...
Rock icon Lou Reed leaves inheritance to loved ones
People in California and all over the United States mourned the death of rock-and-roll visionary Lou Reed, who died last month after a hard-fought bout with liver disease. Reed, who was best known as the front man for the legendary art-rock outfit The Velvet...
Inheritance fights bring out worst in California families
Many families in California who have dealt firsthand with the death of a loved one may understand all too well the trouble that can arise when a family squabbles over inheritance. The situation can be a perfect storm of emotions. Relatives are dealing with funeral...
Retiring in style may no longer be an option for some
Older people in California are in an undeniably awkward predicament when it comes to their retirement. People who have worked their entire lives in order to settle down and enjoy their retirement on their own terms may have seen a lot of their accumulated wealth...
Inheritance can take some getting used to
People in California who are thinking about retirement and beyond, as well as people who expect a sizeable inheritance, should see a recent article in Forbes, which talks about the issues that can unfold when a person receives a life-changing amount of money as...
Estate planning choices should be explained to heirs
Readers here in Sacramento may have seen a recent financial editorial about inheritance, and the people who are faced with tough decisions about where their money should go after their death. This isn't a dilemma for the super-wealthy or those with a substantial...