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...
Month: December 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...