Estate Planning Priorities for Same-Sex Couples

If you’re in a same-sex marriage, you might feel like your hands are already full on the matrimony front. After all, the right to marry in California is still relatively recent news, and even those who availed themselves of that right early on might still feel rather new to married life. We can imagine, then,… Read More »

Robin Williams’ Will Was So Close to Perfect

As the Hartford Courant observes, Robin Williams’ will was almost beyond dispute. Almost. Celebrities don’t have a great track record when it comes to estate planning. High-profile deaths are almost always followed by high-profile legal disputes, due in part of the unfathomable scope of these stars’ assets and interests. But Robin Williams’ will looked like… Read More »

Things You Should Have in a Secure Location When You Die

Most people hear “end-of-life plan” and imagine a will, perhaps a trust, maybe even healthcare directives and a power of attorney. Certainly, those are all crucial documents that everyone should have in place. But there are smaller, practical considerations too. View image | When someone dies, his or her family must suddenly assume an… Read More »

How to Choose the Right Agent for Your California Estate Plan

An estate plan is as much of a contingency arrangement as an inheritance mechanism. We all hope to live long lives free of catastrophe or disease, but it would be irresponsible to discount the “what-if”s altogether. View image | That’s why most wills include contingency provisions and are accompanied by healthcare directives and a… Read More »

Robin Williams and the Importance of Specificity in Trusts

“Even the most mundane items can be fodder for fights.” View image | That’s the headline in Investment News — a report on Robin Williams’ estate plan and the nasty family feud it’s left behind. The media is abuzz this month over litigation pitting the actor’s wife and children against one another in court…. Read More »

Reasons for Updating an Already-Finished Estate Plan

Long before Jim Carrey went green in Gotham and battled Batman, the world knew a different man as “The Riddler.” He wasn’t a villain or even a fictional character, but rather a widely respected Greek philosopher known as Heraclitus of Ephesus. View image | Heraclitus earned his reputation as “The Riddler” and “The Obscure”… Read More »

Amy Grant Advocates Estate Planning After Her Dad’s Dementia

Once a pop music icon for Generations X and Y, singer-songwriter Amy Grant is offering a new message for the so-called “Sandwich Generation” today — people who find themselves simultaneously caring for their parents and their children. View image | The multiplatinum, six-time Grammy winner has spent the last few years on the frontlines… Read More »