Estate Planning, Probate, Power of Attorney Blogs & More

• Posted in: Estate Planning

One of the most common questions asked during the process of creating a trust is “Is it better to have an individual or a corporate trustee?” The easy answer to that question is that there is no easy answer. There are advantages and disadvantages to both, and the best choice for your trust will depend […]

• Posted in: Business Planning

“Happiness is having a large, loving, caring, close-knit family . . . in another city” — George Burns I just returned from a nice visit with my parents and brothers who live in beautiful San Francisco area. To those who start hyperventilating at the mere thought of a family reunion it’s almost inconceivable that there […]

• Posted in: Asset Protection

When it comes to retirement plans there is no one-size-fits-all situation. And not all plans are created equal. A traditional family will need a different plan than a blended family with stepchildren; a divorced man will need to plan differently than one who has never been married. How can you know which plan is right for you? The […]

• Posted in: Estate Planning

Parenting is a tough job, with an ongoing list of things to do and never enough time in which to do them.  The school days are laden with frantic employment; lunches and homework, field trips and afterschool activities.  Most parents barely have a chance to catch their breath until they fall into bed at the […]

• Posted in: Asset Protection

There are some people who might question the patriotism of those who would try to arrange their affairs to pay a lower amount of taxes. But how much truth is there in that? Is it unpatriotic to want to work within the limits of the law to reduce the amount of taxes you pay? Everyone will […]

• Posted in: Business Planning

Some of our clients are business owners and the hot months from June to August, can be an excruciatingly slow period for some of them. They experience a slow summer slump while their client base goes off on vacation or relaxes at the beach. But rather than viewing this time with dread, why not look […]

• Posted in: Estate Planning

Creating an estate plan is a very personal matter, and is usually done privately, with your attorney and with your partner, if you have one.  However, there are some circumstances under which estate planning should be a family affair—perhaps even a multigenerational one. Sean Condon writes about when it might be appropriate to include the […]

• Posted in: Asset Protection

Celebrity divorces can hardly be considered news anymore, they happen so often, but the recently finalized divorce between Bill Murray and ex-wife Jennifer Butler Murray is news because of something they did before the wedding: They signed a prenuptial agreement. And it worked. At least it seems to have worked so far according to the Associated Press. […]

• Posted in: Asset Protection

Are you planning to pass an inheritance on to your children? Ron Lieber, author of this article in the New York Times, writes that leaving a financial legacy may be more difficult than you think. “With each passing year” Lieber writes, “the pressures on the nest eggs of older people will only grow.” Lieber outlines in his […]

• Posted in: Estate Planning

Estate planning attorneys get asked a lot of questions about how to protect every different kind of family and situation, but the questions that are asked the most tend to be about trusts.  The topic comes up so often, in fact, that it is useful to review basic trust information occasionally, as author John Ventura […]