Tag Archives: Estate Planning

Important People You Need to Name When Estate Planning

Most people think about the flow of their assets when they think “estate planning” and while gifting, trusts, and taxes are obviously important I have found that there is something that takes precedence for most younger families and that is the naming of your Executor, Trustee and Guardian. Frims such as Estate Planning Attorney SanContinue Reading

You Can Now Get Sued for Interfering with an Expected Inheritance in California

As always nothing provided in this BRIEF post should be considered legal advice. I am not sure how this flew under my radar for so long but according to Wealth Management there is a new tort on the books in California.  The tort is Interfering with an Expected Inheritance.  For those that are not familiar withContinue Reading

I Can’t Believe I have Been Blogging for 4 Years

On August 5th of 2008 I put up my first post.  I had no idea if anyone would read about my journey, nevertheless care about what was going on in my life, but I wanted to share my thoughts with whoever wanted to read them.  Since putting that first post up I have seen somewhereContinue Reading

An Estate Distribution Schedule That I Just Don’t Understand

Today, I was reminded of an Estate Distribution schedule not often found in Last Will and Testaments or Revocable Trusts, but enough to make me question why it would ever be included.  Part of my daily activities at my office is reviewing clients’ and potential clients’ estate planning documents.  Sometimes this includes just a 2Continue Reading

What is a Grantor Retained Annuity Trust and What Does it Have to do With Facebook?

I am a little late to the story, but I was shocked to learn that a few of the Facebook founders used an estate planning technique known as a Grantor Retained Annuity Trust (GRAT) to help their future heirs save on estate taxes. It is very long term planning considering those mentioned in the articleContinue Reading

What is the Elective Share?

When I am helping a financial planner with an estate distribution schedule one of the first thing I ask is whether “everyone is on the same team?” With that question I am asking whether both spouses have a similar testamentary intent and/or are they aware of each other’s testamentary intent?  The reasons that the questionContinue Reading