Where there is a Will and there are other ways.

24 Aug, 2018//Posted by : admin//Category : Uncategorized

The modern estate plan, in most cases, contemplates inclusion of a living trust, a "pour over" Will that names the trust as beneficiary, and durable powers for assets and health care. The primary objective of the Trust, as most know,...

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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...

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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...

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Natural Selection

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...

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