In California, the Probate process includes appointing someone to act as the Personal Representative of... [Read more...]
Revocable Living Trusts Are Not All the Same
Perhaps the most common form of estate planning today involves a Revocable Living Trust. Normally,... [Read more...]
Are You Better Off Without an Inheritance?
When most people think about estate planning, they think about ways that they can leave... [Read more...]
So You’ve Been Named an Executor . . .
When a person creates a Will, he or she chooses someone to act as executor... [Read more...]
Special Needs Planning; Some Considerations
If you are the parent of a child with special needs, planning for his or... [Read more...]
More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
When a famous individual dies, it’s always interesting to see how they set up their... [Read more...]
Discharge of Indebtedness Income and Student Loan Forgiveness
While many taxpayers may be excited about the prospect of reduced loan balances as part... [Read more...]
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For... [Read more...]
Lessons from Patagonia
Estate planning often encompasses, at least in part, business succession planning. Many individuals own family... [Read more...]
Confusion About How to Avoid Probate and Estate Taxes
Some consumers mistakenly believe that avoiding probate also avoids the federal estate tax. Both probate and the... [Read more...]
Key Reasons Not to Die Without a Will or Trust
Many people die without taking the time to create a will or trust. Wills and trusts... [Read more...]
Estate Planning for Unmarried Persons
While much of the advice and popular material available on estate planning is aimed at... [Read more...]
