Blog
What Do You Do with a Big Inheritance?
“Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands...
Do I Really Need a Will?
“There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than...
The Impact of Divorce on Inheritance
Seeing your child marry is an incredibly happy day for many parents. And most parents accept their future son-in-law...
How Will a New NFL Policy Impact the Late Broncos Owner’s Estate Planning?
“In a massive turn of events, the Denver Broncos may finally get a resolution to the fiasco that is the team’s...
Accounting For Your Family’s Needs Upon Your Death
While nobody likes thinking about their mortality, the reality is that at some point, we all leave our loved ones...
Avoid Probate By Funding Your Trust Right
Many individuals go through the estate planning process and set up a revocable trust to avoid probate court. The...
Annual Review of Beneficiary Designations
One of the most significant estate planning mistakes individuals make is creating the estate plan and failing to...
What is Considered Community Property in California Inheritance Law?
California is a community property state. How will you know what is considered community property in California...
Estate Planning During COVID: Smart Documents to Update
What are some documents you should update as part of your estate planning during Covid? You might be surprised. The...
Asset Ownership & Funding a Revocable Trust
Many things can go wrong when you are developing an estate plan. A failure to follow-up with appropriate paperwork can...
What are Trustee Fees?
“When creating an estate plan, it may be necessary to name a trustee to handle your assets.” A frequent example is...
Can I Bequeath My Home to My Children without Taxes?
“You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of...
Is It Easy to Change My Home’s Title from Tenants in Common to Joint Tenants?
“Usually, when you make a simple change in the title from tenants in common to joint tenants, the taxing authorities...
How Can I Protect Assets from Creditors?
“Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future...
What Do I Need to Know about a Family Trust?
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A...
Estate Planning for Life Partners in California
People who have life partners in California may need to do some specific estate planning to make sure their wishes are...
Estate Taxes Have Not Come to and End
To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are...
What are Walt Disney’s Heirs Worth?
“The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century...
