People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn more.The Questions of Estate Planning, Part 5: How … [Read more...]
Continuing Legal Education in San Diego
Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest developments in Estate Planning and Elder Law. Read on to learn more.Continuing Legal Education in San Diego … [Read more...]
Consider These Advanced Estate Planning Tools
There are numerous different legal devices used in the field of estate planning, and the right choices will depend upon the unique nature of each respective situation. We are going to address advanced estate planning tools in some upcoming blog posts, and we will start right here with two trusts that can be quite useful for high net worth individuals.Federal Estate TaxBoth of the trusts that we are going to look at here are used to obtain estate tax efficiency. Because of this, we should … [Read more...]
The Questions of Estate Planning, Part 4: Where
People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more.The Questions of Estate Planning, Part 4: Where … [Read more...]
The Importance of Incapacity Planning
On the surface, it can seem as though estate planning is all about postmortem asset transfers. However, it is wise to see a holistic picture. Yes, you should address the events that will take place after your passing, but you should also brace yourself for end-of-life issues.Aging and Alzheimer’s DiseaseAccording to the United States Census Bureau, the segment of the population that was between 85 and 94 years of age grew faster than any other between the last two censuses. The Social … [Read more...]
The Questions of Estate Planning, Part 3: When
People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more.The Questions of Estate Planning, Part 3: When … [Read more...]
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more.The Questions of Estate Planning, Part 2 … [Read more...]
Five Reasons to Consult With an Estate Planning Attorney
There are websites on the Internet that sell do-it-yourself estate planning documents like last wills, and they contend that it is very easy to plan your own estate without legal assistance. In reality, this is an inaccurate statement, and you do not have to take our word for it.Several years ago, the highly regarded publication Consumer Reports put the question of DIY estate planning effectiveness under the microscope. They had people on their staff use downloads and worksheets that were … [Read more...]
Legacy Planning: How Will You Be Remembered?
The process of estate planning is often looked upon as a purely financial endeavor. You create a will or trust to facilitate asset distributions, and the job is done. This is one way to look at it, and a basic estate plan is far better than no estate plan at all.However, if you would like to take a more comprehensive approach, you can engage in the process of legacy planning. When you carefully craft a legacy plan, you pass along things to your loved ones that can transcend mere dollars and … [Read more...]
The Questions of Estate Planning, Part I: Who
People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more.The Questions of Estate Planning, Part I: Who … [Read more...]
