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Have you ever heard the term "breach of fiduciary duty" and wondered what it means? Don't worry; it is not as complicated as it sounds and it can be explained in simple terms. Fiduciaries, duties and beneficiaries A fiduciary has a special duty to act in the best...
When you write a will, you hope it captures your aspirations on how your estate should be distributed when you pass on. The chances are good that you spent several hours creating a will that reflects your goals and wishes. Unfortunately, there are times when your will...
The dual-career family lifestyle is common for many young families today. Striking a balance between work and family time can be a tricky task. Estate planning probably couldn’t be further from the minds of busy, newly married couples. Young couples often put off...
Nothing seems simple when it comes to planning for your foreign assets. You may ask yourself: “Can a California attorney help me plan for my foreign property? Does my foreign investment or income require reporting to the Internal Revenue Service?” We believe...
A primary reason you should create a Will, or a Trust, is to formally declare who should inherit your assets upon death. If you die without doing so, then not only may your estate be subject to probate, but California succession laws will direct that your assets be...
In this day and age, the traditional family unit is no longer tradition. With divorce on the rise, there is solace in second marriages and the opportunity to grow a family. In many cases, the result is a blended family. Blended families are those consisting of a...
With the 2019 new year brings a new federal estate and gift tax exemption of $11,580,000. As you may be aware, recent tax reform legislation impacts not only your federal income tax but also other taxes potentially affecting your estate plan, such as estate, gift, and...
While preparing an estate plan there are many major topics to address and cover, including the disposition of your tangible personal property. You may be asking just what exactly is tangible personal property? It is property which can be felt or touched and moved....
We all do. An estate plan is a set of legal documents which directs the disposition of your assets upon your death. The key function of a properly designed estate plan is to set forth what you want to happen to your assets after your death. About half the people...
Technology has taken over our lives. It is an inescapable fact that we now rely on computer technology for just about everything, such as communicating with friends, sending mail, listening and buying music, taking and storing pictures, shopping, banking, and...