Tag: estate planning

The Care and Feeding of Your Estate Plan

| November 3, 2017 | 0 Comments

Most affluent Californians have some form of estate plan. While a will is a basic necessity, many people have invested in a comprehensive package including a will, trust, powers of attorney and advanced health care directive. As I’ve written before, your estate plan determines what happens to your assets once you’ve passed away or when […]

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Estate Planning Is More than Just a Will

| March 4, 2017 | 0 Comments

Not too long ago, I wrote about the most basic estate-planning tool: your will. If you have children, or really anyone whom you wish to benefit at your death, your will is the most essential foundation for putting your affairs in order after you’re gone. However, “after you’re gone” isn’t the only scenario your estate […]

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Update to Estate Planning

| February 3, 2013 | 0 Comments

One of the most challenging things about estate planning since 2001 has been keeping up with the changing rules and Congress’ inability to decide on a ‘final’ estate and transfer tax regime. Well, with the American Taxpayer Relief Act of 2012 (“ATRA”, the fiscal cliff deal), we finally have some clarity, and a set of […]

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