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...
Month: October 2013
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...
Inheritance surprises may be in store for many heirs
People in California may be surprised to hear that, even in this economy, a recent survey has shown that well over half of all retirees do in fact have enough money saved up to provide an inheritance to heirs and loved ones. In fact, nearly two-thirds of this...
Talking to kids about inheritance is crucial to success
People in California perhaps read a recent editorial about the importance of preparing the next generation of heirs for their inheritance. The article makes some excellent points about why it's extremely important for people with a substantial estate to educate their...
Marilyn Monroe photographer’s will in tense challenge
People in California may have seen a recent news article about the man who was responsible for some of the most iconic fashion photography of the 1960's, and the fate of the fortune he allegedly left to his children. Bert Stern, the man who snapped some of the raciest...