News & Analysis as of September 20, 2024

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

The Importance of Regular Check-ups for a Healthy Estate Plan

Shutts & Bowen LLP on 10/26/2020

After creating and implementing a plan for your estate, it is important to regularly revisit your plan to ensure that it is still reflective of your values and goals for passing along your legacy. Seemingly small changes in...more

Planning Around Your Child’s Partner

Burns & Levinson LLP on 1/16/2020

We all love our in-laws, right? (wink, wink) Shielding your hard-earned assets from a child’s spouse in the event of divorce is a critical component of your estate plan. Perhaps you love your son-in-law, but would prefer to...more

Family Asset Protection – LGBT* clients and alternative families

BCLP on 8/30/2019

In the summer of the fiftieth anniversary of the Stonewall riots, the LGBT* community have a lot to celebrate. In the last 15 years, there have been significant changes for same-sex couples in England and Wales. In 2004 the...more

Insight on Estate Planning - August/September 2019: Do you have questions about guardianship?

Adler Pollock & Sheehan P.C. on 8/5/2019

Parents of a newborn or toddler may be thinking about naming a guardian for their child. This can be a difficult decision, especially if a person has a plethora of choices or, on the other hand, has no one he or she can...more

The Keys to Success for Blended Families

Smith Debnam Narron Drake Saintsing & Myers,... on 6/4/2018

I’m a longtime listener of The Bob and Sheri Show. When I was 16 years old, I listened to Bob, Sheri, Max, and Todd as I drove my 1989 Buick to school each morning, and I’ve followed the show ever since. One of my favorite...more

Stepmother vs. Stepchild, Now Playing in a California Probate Court Near You

Downey Brand LLP on 4/24/2018

Stepmothers are frequent characters in California trust and estate litigation, as they are in fairy tales and Disney movies. With about half of all marriages ending in divorce, there are many stepmother/stepchild...more

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