Blog: Estate Planning
Updated: 10.28.2020
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My Inheritance Was Adeemed! (Or What Happens When Your Dad Leaves You His House, But Sells It Before He Dies)
In plain language, ademption is what occurs in the situation described in the title of this article: A will leaves a particular piece of real or...
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Updated: 04.27.2021
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Baby Boomers – By the Numbers, Retirement Looks Bleak
Many baby boomers-the 76 million Americans born between 1946 and 1964-have retired or are heading toward retirement, with roughly 10,000 retiring...
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Updated: 10.28.2020
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Your Final Estate Plan
What To Do To Make Your Passing Financially Sound Clients typically consider their estate planning at three predictable junctures in their lives: 1....
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Updated: 10.12.2023
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Guidance to Trustees: How to Distribute Trust Assets to Beneficiaries in California?
Many people mistakenly believe that the transfer of trust assets is simple and automatic. This misconception often results in disappointment when...
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Updated: 01.11.2024
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The End of an Actor’s Life . . . and the Start of Trust Litigation?
In February 2014, acclaimed American actor Philip Seymour Hoffman died at age 46 of an apparent drug overdose. Hoffman was an extraordinary actor...
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