As Californians get older and plan for the next phase of their lives, they have lots of things to consider. Not the least of these worries is planning and providing for spouses, children and even grandchildren. Not surprisingly, this gives rise to a whole other list...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Estate Planning
Couples without kids still have major estate planning decisions
Residents in California may have read an interesting editorial article in the Wall Street Journal recently, dealing with the questions that many couples without children face when they're considering their estate plan. Without children, and the possibility of children...
Basic things to think about when setting up an estate plan
People in California who want to be able to leave a lasting legacy after their death need to have an estate plan. Whether a person has a substantial estate or only a few financial resources, having an estate plan, including a will, trusts, and other necessary legal...
Talking about inheritance still proves difficult
People in California may have seen a recent editorial article in the New York Times about the state of familial relationships and the difficulty of starting conversations about estate planning. Talking about anything related to death can be difficult and...
Actor Hoffman excluded his children from his will
People in California probably remember revered actor Philip Seymour Hoffman for his roles in many of the most acclaimed Hollywood movies of the last decade. Hoffman, who died unexpectedly of a drug overdose in February, 2014, left behind a substantial estate, but the...
Big life changes require changes to estate planning
People in California may have seen an interesting editorial article about how certain major, yet common, life changes can impact a person's financial well-being and future plans. This is especially true of people who have recently gone through a divorce. While...
Avoiding estate taxes requires early planning
People in California may have seen an interesting financial news editorial in Forbes recently. The article discussed the ways in which estate planning can shield people from unnecessary taxation, but that is really only the beginning of the benefits that an estates...
Estate planning should start early, experts advise
People in California know that millionaires and billionaires are created on a regular basis in the Silicon Valley and across the state. One of the most notable examples is Mark Zuckerberg, creator of Facebook and one of the youngest, richest men in the world....
Preparation is key to managing an inheritance
People in California may have heard news of late on an issue that will be affecting many Americans in the coming years, whether they know it know or not. According to a 2011 study, the baby boomer generation will likely inherit a grand total of almost $8.5 trillion...
Frankie Valli’s divorce makes for important case law
People in California may know singer and entertainer Frankie Valli best as the lead singer of the Four Seasons, a wildly famous, pop foursome whose hits spanned many decades, most recently reaching new audiences with the Broadway smash hit "Jersey Boys," which was...