The death of a loved one can create a lot of financial complexity. For families that have set up irrevocable trusts to facilitate the transfer of assets from one generation to another, the tax implications can be even more complicated. However, there…
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Tags: Asset Protection, estate planning, Estate Planning Lawyer, Estate Tax, Gift Tax, Guardianship, Income Tax, Inheritance, Irrevocable Trust, Living Trust, power of attorney, probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Will Changes, Wills
A Sonoma County bank overseeing the trust of a wealthy Kentfield divorcee who left a large chunk of her $8.5 million estate to her gardener and other non-family members will be allowed to dip into the fund to defend challenges from the woman's d…
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Categories: Aging Issues, Blended Families, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Tags: Elder Abuse, Elder Law, estate planning, Estate Planning Lawyer, Inheritance, probate, Probate Attorney, Probate Court, Trusts, Trusts and Estates, Will Changes, Wills
From shirtsleeves to shirtsleeves in three generations, goes the early 20th-century American proverb. Then there's the 19th-century British version: Clogs to clogs in three generations. And from Italy, date uncertain: From the stable to the star…
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Tags: Asset Protection, estate planning, Estate Planning Lawyer, Estate Tax, Financial Planning, Guardianship, Inheritance, Living Trust, power of attorney, probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Will Changes, Wills
One of the most important things someone can do to best ensure their estate is handled without a hitch is to appoint the right person as the estate’s executor, sometimes called a representative. So what do you need to do if you’ve been appointed…
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Tags: Asset Protection, estate planning, Estate Planning Lawyer, Executor, Guardianship, Inheritance, power of attorney, probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Will Changes, Wills
The Orange County Public Administrator’s Office has dealt with its share of unusual inheritances. There was the protection they once had to arrange for a $500,000 ring. And there was the pet eel. But theupcoming estate sale of Gerald Willits, a Bue…
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Estate planning tends to get pushed to the back burner, as more pressing financial tasks take center stage. But neglecting estate planning is a huge mistake. Estate planning may involve hiring an attorney or financial advisor, but plenty of people ma…
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Tags: Asset Protection, estate planning, Estate Planning Lawyer, Estate Tax, Guardianship, Inheritance, Living Trust, power of attorney, probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Will Changes, Wills
The estranged wife of late Cubs legend Ernie Banks claims the Hall of Famer was diagnosed with dementia days before he signed a will that left his entire estate to his caregiver. Ernie Banks was in the middle of a long and somewhat contentious divorc…
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Tags: Asset Protection, disability, Disabled, Elder Abuse, Elder Law, estate planning, Estate Planning Lawyer, Inheritance, Probate Attorney, Probate Court, Trusts and Estates, Will Changes, Wills
Only two months after launching a helpline for seniors, FINRA has received a number of calls from stressed family members with questions about the transfer of brokerage account assets upon death, so it has released an extensive investor alert dealing…
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