Northern California Estate Planning Blog: Estate Planning
estate planning
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- February 23, 2010
- When and Why You Might Turn Down An Inheritance
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Would you ever turn down an inheritance?
Your first reaction might be “Of course not!” But don’t speak too soon. Most estate plans are created at least in part ...
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- February 22, 2010
- The Not Quite Empty Nest Syndrome
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It’s that time of year when many high school seniors are starting to prepare for graduation and eventually to head off to college; these seniors are close to turning ...
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- February 18, 2010
- 10 Tips for Potential (or Existing) Trustees
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The creation of a trust and estate plan includes spending a certain amount of time choosing the people who will be your fiduciaries—the people who will carry out your ...
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- February 16, 2010
- News and Updates About the Estate Tax
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A month and a half into 2010 and Congress’ failure to stop the lapse in estate tax is still making waves. These two trusted news sources explain why having “no ...
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- February 13, 2010
- Make Your Memoirs a Part of Your Legacy
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As members of a melting-pot nation, Americans place a high value on family stories and history. We love to know when and why our ancestors came to this country from ...
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- February 12, 2010
- Make your Estate Plan About Values
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It’s easy to see, when creating an estate plan, how important it is to protect and pass on your assets, but a good estate planner knows that a will ...
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- February 10, 2010
- Handing Over the Keys to the Kingdom
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It goes without saying that nobody wants to give up control of their finances and put themselves at the mercy of someone else’s decisions; which is why most people ...
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- February 9, 2010
- The Question of Competence
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One of the things estate planning attorneys have to deal with in their line of work (most often with elderly clients) is the question of whether or not a client ...
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- February 5, 2010
- The Family That Plans Together Saves Together
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According to the New York Times, “an estimated 38 million Americans provide care to an aging relative.” With numbers like this you would think this would be a frequent topic ...
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- February 3, 2010
- Living in a Digital World
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Do you have an e-mail account?
Do you participate in Facebook or other Social Networking sites?
Do you do any of your banking, bill paying or investing online?
If you ...