This is another one of my favorite type of blog articles; where I get to point out the benefits of hiring an estate planning attorney who also actively practices business law and litigation. And lucky you, if you don’t need this expertise, I won’t charge you more.
Frequently, one...
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I recently came across an article by one of the major web based legal services companies opining, (excuse me, wrong word: See November 27, 2019 Blog: “The Pitfalls of DItY Legal Information Websites”) “commenting” on how you should consider your estate planning needs based upon your age. And I thought, “wow,...
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Happy New Year to all! This is the last blog of the year and hoping you all have had a joyous holiday season and wishing you a delightful New Year! Did you know that more people die on New Year’s Day than any other time of the year? Sorry, one of...
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I have previously blogged and responded to Frequently Asked Questions about the need to periodically review your estate (FAQ: I Already Have an Estate Plan, so I am Good, Right?) and business plans (Blog: December 25, 2019, End of Year Checklist For Your Business.). So, what would be more appropriate...
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It’s been my experience that estate Beneficiaries can be a little too passive. When a loved one passes, likely a family member or close friend has been named the Personal Representative of the Estate, and/or Trustee of the Family Trust. That person is likely grieving as well. Maybe they have no idea...
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The Heggstad Petition. Otherwise know as the “I forgot to fund my Trust Petition.” If you have an estate plan that includes a Trust, hopefully you know what I am talking about. If not. This article is for you. If you don’t yet have an estate plan, this might be a good...
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Like many of you, our family will be celebrating Thanksgiving by Zoom this year. My older brother and younger sister both live in the D.C. area, and my parents have recently all but moved there to help out the raising the next generation of Cashmans. While we typically all meet at my...
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There are winners and loser in every piece of legislation. On this past election day, a slim majority of California voters passed Proposition 19. The winners: firefighters who will receive funds from the projected new tax revenue; and wildfire victims, severely disabled, and homeowners over 55 who wish to move within California....
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Sometimes the administration of an estate can be done without the assistance of legal counsel. What? Did a lawyer just tell me not to hire him? Easy now, we like happy clients. If the assets in the estate are not complex and you have the time and energy to focus on your...
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The Federal Estate Tax Exclusion Threshold is at a Historic High
If you are a frequenter of our Frequently Asked Questions page, you are aware that one of the planning considerations in every estate plan is maximizing payments to the beneficiaries by minimizing the estate taxes. And, most...
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