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...
Estate Administration & Probate
Is this Medicare policy not just a bit short sighted?
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...
Probate and other issues: sound estate planning’s flexibility
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...
Remembering David Bowie: artist an estate planning enthusiast
David Bowie was known throughout his multi-decade musical career as nearly an illusionist, given his ability to virtually reinvent himself every few years while appealing to a constantly expanding global audience. It turns out that Bowie will now also be recognized...
Ensuring that all estate planning goals are accomplished
Acronyms abound in estate planning, just as they do in many other areas of law. Here are a couple: POD and TOD. They mean payable on death and transfer on death, respectively. And what is the exact relevance of those shorthand designations, some readers might ask, and...
Broadly relevant: wide-ranging applicability of estate planning
A recent media piece points out that many people "prematurely conclude that estate plans are only useful for securing wealth for later generations." On initial examination, it is understandable why some individuals and families in Southern California and elsewhere...
Estate planning: how a proven attorney can promote key goals
Individuals and families seeking legal assistance are people foremost, not case numbers. And while that distinction is obviously of high importance in any attorney/client relationship, it is paramount to note in the realm of estate administration. And it is easy to...