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As we've made clear in prior posts, one of the primary objectives of estate planning is to ensure that as many of your hard-earned assets as possible are transferred to your loved ones upon your passing, such that that the federal government's tax interest is...
In our previous post, we started exploring how those with serious concerns about leaving anything of value to a loved one with a checkered past and/or track record of poor financial decisions might consider the creation of a spendthrift trust. To recap, a spendthrift...
When a person makes the prudent decision to execute a comprehensive estate plan, they are not only helping ensure that their tax liability will be minimized and their hard-earned assets distributed according to their exact wishes, but also that their loved ones are...
Choosing a guardian for your child is easier said than done. This is a big decision that should be treated as such. If you rush through the process, you may find yourself making a change at some point in the future. The steps you take to choose a guardian for your...
When it comes to estate planning, there are many questions to answer. For example: Is a trust the right decision for you and your family? If you decide in favor of a trust, this legal document will bring many benefits into your life. But there is one thing you need to...
Are you in the process of creating an estate plan? If so, you understand the importance of making all the right decisions. While a trust is not the right approach for every individual, it may be something that fits your estate plan. If you are interested in creating a...
It's certainly understandable why estate planning concerns might differ widely between couples just starting out on a first-time marriage and individuals who are tying the marital knot for a second or subsequent time, respectively. In the former case, planning...
Did your mother, father or both parents manifestly ignore all important dimensions of estate planning to such a point that you and other surviving loved ones went through a flatly stressful -- as well as time-consuming and expensive -- ordeal to properly attend to...
A truism regarding estate administration that any seasoned lawyer knows to be flatly true is that a sound plan is fully grounded in due consideration of planning concerns in their entirety. Parsed out just a bit more, that means this: Because the lives of most people...
Planning ahead is really what effective estate administration is centrally about for virtually every individual and family, notwithstanding the differences that naturally occur in every case. In one instance, a planner in Ventura County or elsewhere might be primarily...
