Focused And Personalized Attention Concerning Your Estate Planning Needs
Readers of the blog and those who watch California current events are aware of the Silicon Valley millionaire who was killed in a home invasion last year and the drama that has surrounded his estate since his death. After his death, a woman came forward and claimed...
Last month the estate proceedings in the case of a murdered Silicon Valley mogul took another interesting twist, when the man's lover filed a petition seeking half of his estate. The Silicon Valley man was killed during a vicious home invasion last November, during...
Readers of the blog here in California may have noticed some entries regarding the growing concern about what happens to a person's online digital content after they die. Most people in the digital age have at least some measure of information online, which may...
People in California choose to live in the Golden State for many personal and practical reasons. While the quality of life for many here is indeed quite high, Californians pay dearly for these benefits when it comes to taxes. Across the 50 states in the U.S.,...
Many people in California have concerns about wills, estates and trusts but often feel they are too busy to do anything about it. After all, most people don't reach a level of financial success and responsibility by spending too much idle time. It is also common for...
People in California may have heard an interesting and amusing story about a woman who discovered a treasure trove of $100 bills in the pockets of the clothing of an 85-year-old woman who had recently died. The woman found some $30,000 in currency in the clothing,...
People in California and readers of the blog know that there are a number of tools available to estate planners looking to maximize their assets for the good of their heirs or favorite charities. However, what many people do not realize is that state laws can have...
Californians may have heard of an interesting story of reunion, and some unexpected inheritance, that brought together two families that never knew of their common ancestry. All of it was caught on camera as part of an Irish television show called "Dead Money" that...
Readers of the blog here in California know that setting up a trust can be an excellent way to preserve and utilize money for a specific purpose, or a specific person. Many estate plans include at least one trust, and they are favored because of the peace of mind and...
People in California may have seen a recent article proposing ways in which people can protect their digital accounts and social media assets after death. While it's something many people haven't thought much about, these staggering statistics might be reason enough:...