Articles Tagged with trusts

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DIY Estate Planning Resources During The COVID Pandemic
Greetings all. If you are stuck at home and without basic legal documents, read on. In the spirit of offering what I can to help people gain some piece of mind amidst the panic and uncertainty of the pandemic, here are some resources that you can use to get the basics in order, for now. As I…
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Inheriting an IRA: What to Do?
Inheriting money is not something most of us do more than once or twice in a lifetime, if ever. For the vast majority of us, this money comes to us free of estate tax, because current law only taxes estates worth more than $10 million, indexed each year for inflation. But money that you…
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Aretha Franklin and the Trouble with Handwritten Wills
When Aretha Franklin died in August of 2018, her family thought that she had died without a will, or as lawyers would say it, intestate. When a person dies without a will, the state has a built-in set of rules, called intestacy laws, that determine who will inherit that person’s estate.…
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Keeping Your Important Docs Safe From Fire
California’s recent fires in Butte County certainly got me thinking about my family’s important documents and how best to store them safely. It is so hard to imagine losing everything and having to rebuild from the ground up. Storing our most important documents in a firesafe box…
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Announcing my new book: Every Californian’s Guide to Estate Planning!
My new book, Every Californian’s Guide to Estate Planning is available now and I’m excited to share it with all of you. I wrote it because there isn’t a California-specific estate planning book out there, and we, as Californians, have some special things to deal with. In…
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Life/Death/Law Episode 3: The Practice of Generosity
What is estate planning, really? I know that most lawyers focus on reducing taxes, or the creation of documents, but when you get down to it, what you’re really doing when you make an estate plan is giving everything away, right? So, to me, understanding the practice of generosity and what…
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Single? No Estate Plan? Bad Idea
A few months ago, the New York Times published an article entitled, “Single? No Children? No Will? Big Mistake.” I’ve been meaning to write about it ever since. The author writes, “Certain people never reach one of those obvious points in their lives to write one. If…
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New Parents Need Basic Estate Planning
New parents face so many new challenges–from figuring out how car seats work to figuring out how babies work. I remember taking a deep breath as we opened the door of the hospital, loaded our daughter into the car (including several annoying moments in the parking lot trying to gently…
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