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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...
Trusts -- which go by various names and are instrumental planning vehicles across a broad spectrum of concerns for millions of individuals and families across the country -- are among the most versatile and flexible tools in all of estate administration. Candidly, and...
Most people begin the estate planning process, because they believe that it will help their families, by making their wishes clear while they are still alive. And an estate plan will do exactly that when it comes to health care and major assets. But the traditional...
Most people begin the estate planning process, because they believe that it will help their families, by making their wishes clear while they are still alive. And an estate plan will do exactly that when it comes to health care and major assets. But the traditional...
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...
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...
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...
Many would-be estate planners and individuals/families currently in the process of attending to estate administration matters know a thing or two about trusts. Not many, though, likely know the degree to which these planning instruments provide for great flexibility...
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...
