Introduction Estate planning often involves transferring wealth or businesses efficiently while minimizing tax burdens. For individuals seeking a tool that combines flexibility and significant tax…
Navigating Omitted Spouse Statutes in Estate Planning: A Cautionary Tale
Introduction: Proper estate planning ensures assets are distributed according to your wishes after you’re gone. However, what happens when a pre-nuptial agreement and an estate…
What to Do When the Sole Proprietor Dies: California Law Explained
What happens when a business owner dies? Is it possible to salvage the business on behalf of the heirs? What about the intent of the…
Why I Would Never Draft a Will.
I get the question frequently: “Can you please draft my will?” The answer is, “no.” But here is why. Estate Plans I draft estate plans.…
Update Your Conservator Nomination Regularly
Increase the chance that the Court will select your nominated Conservator by updating your estate plan regularly. In May 2022, the client came to me…
The Last Minute Estate Plan: For People Who Are Going Into “Surgery” Tomorrow
An unexpected phone call A man called me today. He goes into surgery tomorrow: “I’ve drafted a power of attorney, I just need someone to…