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Sacramento Estate Planning Attorney

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Clarity is Key to Planning

July 16, 2019 by Timothy P. Murphy

Clarity is essential in an estate plan. This article by my friend and colleague Steve Hartnett, an estate planning expert, examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity can avoid problems later.

Clarity is Key to Planning

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Timothy P. Murphy

Timothy P. Murphy

Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Timothy P. Murphy

Latest posts by Timothy P. Murphy (see all)

  • The Keys to a Successful Estate Plan - December 13, 2019
  • Important Estate Planning Tools for the LGBTQ Community - December 11, 2019
  • Don’t Accidently Disinherit Your Children - December 9, 2019

Filed Under: Estate Planning, Legal Education Tagged With: Clarity, Tom Petty, trust

Other Articles You May Find Useful

Northern California Center for Estate Planning and Elder Law
The Keys to a Successful Estate Plan
Northern California Center for Estate Planning and Elder Law
Important Estate Planning Tools for the LGBTQ Community
Northern California Center for Estate Planning and Elder Law
Don’t Accidently Disinherit Your Children
Northern California Center for Estate Planning and Elder Law
Your Estate Plan: Get It Into a Writing or Else
Northern California Center for Estate Planning and Elder Law
Estate Planning for the Single Parent
Sacramento estate planning attorney
Is Cryptocurrency an Asset for Purposes of Estate Planning?

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Upcoming Seminars

    Previous Seminar Topics:

    • 8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It (June 2019)
    • Beneficiary Planning: Tailoring Your Estate Plan To Meet Your Goals And Their Needs (March 2019)
    • Long Term Care Planning In A Changing World (February 2019) (March 2018) (January 2016) (July 2016)
    • The Trustee Workshop: Keeping Things In Good Order Now and In the Future (January 2019) (February 2018)
    • The New Tax Law: What It Means For You (January 2018)
    • Effective Estate Planning Strategies: What You Need to Know” (Dante Club, May 2018)
    • “Taking Care of Business: Planning Guide and Resources for Older Adults” (Carmichael Presbyterian Church, May 2017)
    • “The Care and Feeding of Your Living Trust: Keeping It Up To Date” (January 2016) (September 2017)
    • “Protecting Your Retirement Accounts from Excess Taxes, Penalties and Problems Now and in the Future” (January 2016) (January 2017)
    • New President, New Tax Laws? (January 2017)
    • The Trustee Workshop: How to Make Sure Your Trust Works When You Need It (August 2016)
    • Estate Planning Workshop (March 2016)
    There are no seminars scheduled at this time. Please leave your name and email and we will let you know when our next one is scheduled.
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SACRAMENTO

2277 Fair Oaks Blvd., Ste 320
Sacramento, CA 95825-5599
United States (US)
Phone: (916) 437-3500

ROSEVILLE

3017 Douglas Blvd., Ste 300
Roseville, CA 95661
United States (US)
Phone: (916) 437-3500

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Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 12:00 PM
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