Blog Posts in August, 2017

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  • What's More Expensive Than an Estate Plan? Regret.
    What's More Expensive Than an Estate Plan? Regret.

    Estate Planning is one of these tasks that often fall under “discretionary spending,” and because it has the stigma of having to contemplate your own death, it often drops to the bottom of the to-do ...

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  • Testamentary Capacity: POLICE LINE - DO NOT CROSS
    Testamentary Capacity: POLICE LINE - DO NOT CROSS

    The old adage, “ He who waits for something good never waits too long, ” does not apply in Estate Planning . The topic of testamentary capacity is a very sensitive one, and a fine line to cross. Many ...

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  • Stay in Control of your Digital Afterlife
    Stay in Control of your Digital Afterlife

    Managing your digital afterlife has become a very relevant trend; even the CA legislator is taking great interest in it. CA Assembly Bill AB-691 entitled, “Revised Uniform Fiduciary Access to Digital ...

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  • Who Do You Trust?
    Who Do You Trust?

    “My parents set up a Trust to avoid Probate, but now that they are gone, the Trustee won’t give us a copy of the Trust, and although we have asked for information about the assets, the Trustee doesn’t ...

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  • No Robo-Planning Here
    No Robo-Planning Here

    It is already a settled practice in the Financial Industry that human advisors let automate small accounts and routine back-office tasks so that client engagement can be the main focus. But when it ...

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