Blog Posts in 2019

Legally everyone is entitled to leave their estate to anyone they want. This means that they can exclude (or “omit”) anyone they want from receiving any distributions under a Will or a Trust. Often ...

Admittedly, this time of year (i.e., March-April), no one wants to think about anything other than Tax Season. The 1099s are in, the expenses are accounted for, and the checks to IRS/FTB hare sent ...

The “Recession” buzz is all around us. One of the worst things that can happen during a recession is to lose a loved one, and to actually inherit from their estate through Probate. The lessons of ...