Probate vs. Trust Administration – A World of Difference
16 Jul, 2018//Posted by : admin//Category : Uncategorized
Transfers of property on death has never been automatic. In every culture there is some ritual or procedure that must be followed to pass wealth from one generation to the next. For generations in California, that process was usually conducted...
Ties that Bond
11 Jun, 2018//Posted by : admin//Category : Uncategorized
Most folks are familiar with court-ordered bonding in the criminal context (hopefully, only because they watch TV police procedurals). When someone is accused of a crime, especially a serious one, the court may order that a bond be posted to...
To B or not to B
13 May, 2018//Posted by : admin//Category : Uncategorized
In the early 1970s, when I first became acquainted with the issues of death taxes, there was both a California state inheritance tax and the Federal Estate and Gift Tax. Of course, these created financial issues for estate planners, and...
25 Mar, 2018//Posted by : admin//Category : Uncategorized
Once upon a time, wills were the operative testamentary documents. Not that long ago, really. The emergence of living trusts have moved into position as the predominant estate plan of choice for the middle class, at least in California. This...
Dangers and Dilemmas of Dependent Adult Children
15 Mar, 2018//Posted by : admin//Category : Uncategorized
As we get older, it is, naturally, a great comfort to be close enough to our children and family to visit frequently and keep in contact. Some adult children take that desire for familiarity to the extent of moving back...