Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations avoid probate, they may introduce other problems.
Estate Planning
Articles written by our law firm explaining the different aspects of Estate Planning.....
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Recent News
Retirement: It’s not Just About the Money
Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate
Estate-Tax “Portability” — Oasis or Mirage for Larger Estates?
The "portability" clause in the new tax law (Dec 2010) may be more of a mirage than an oasis. Here's the basic concept. Spouse dies and doesn't
Are Your Lifestyle Choices Affecting Your Happiness?
What is the key to a long and happy life? There seems to be no single answer but evidence does support a number of lifestyle behaviors that can
“Happy to 102”
I'm reading "Happy to 102" by Kathy and James Johnson, and Lily Sarafan. They are senior-care industry advocates in Palo Alto, CA. The Johnsons hold
Pet Trusts Gaining in Popularity
When people think of a pet Trust for their pet, they might imagine Leona Helmsley’s pet Maltese named Trouble drinking Perrier from a crystal bowl in
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