Tag Archives: Bay area
The Probate Court Process; What Constitutes a Proper Will; Contested Wills
The most important message we like to communicate about probate court is that it should be avoided at all costs – under most circumstances. We recently discussed this issue on our weekly radio and web broadcast on KDOW 1220 AM, … Continue reading
Posted in California Trust Law, Estate Planning, Probate, Radio Show: Wealth Preservation and You, Trusts & Estates
Tagged Bay area, beneficiaries, California Estate Planning Attorney, California Probate Code, complex family structure, conflict of interest, Connie Yi, Contested Will, designated beneficiaries, disinterested parties, estate planner, executor of the estate, Financial accounts, fireproof lockbox, IRA, jurisdiction, KDOW, liquid assets, Mark Morris, no contest clause, own handwriting, Pleasanton, Probate, probate court, Proper Will, public notice, safety deposit box, San Francisco, San Jose, San Mateo, state of mind, testamentary intent, trustee, undue influence
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Whitney Houston Update; IRS Publishes “Fresh Start” for Struggling Taxpayers; California Residency
We are in the heart of tax season, so naturally we have recently been addressing many related issues. We wish we had time to discuss them all on our weekly radio and web broadcast on KDOW 1220 AM, and then … Continue reading
Posted in Asset Protection, California Trust Law, Estate Planning, Estate Tax, Family Law, Filing Your Tax Return, Income Tax, Probate, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates
Tagged Bay area, California Franchise Tax Board, California resident, California state income tax, Connie Yi, Estate Planning, estate planning attorney, estate taxes, executor, Facebook IPO, family law, federal law, Fresh Start, Income Tax, inter vivos trust, Internal Revenue Service, IRS initiative, IRS.gov, KDOW, legal residency, Living Trust, LLC, MP3, Nevada, Pleasanton, podcast, Probate, probate court, probated will, professional tax adviser, San Francisco, San Jose, San Mateo, settlor, Silicon Valley, social networking, struggling taxpayers, tax season, telecommuter, testamentary trust, W-2, What Ifs, Whitney Houston, will trust
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Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties
When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates
Tagged asset protection trust, attorney, back taxes, Bay area, business structures, companion animal, Companion Animal Trust, Companion Animals, Connie Yi, dental broker, dental care, dental practice, dentist, Estate Planning, estate planning attorney, Family Business, family dynamics, Family Limited Partnership, family limited partnership flp, Family Partnerships, farmer, FLP, food and beverage, Husband and Wife Business, inheritance tax, IRS, KDOW, legal practice, Limited Liability Corporation, liquid assets, LLC, Offshore Assets, offshore bank, Out of State Assets, overseas bank accounts, Pleasanton, real estate, real estate development, San Francisco, San Jose, San Mateo, Small Business Administration, Special Assets, stocks and bonds, succession planning, tax return, Treasury Department, vineyard, Wealth Management and You
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Set Up a Trust as Part of Your Estate Plan for Smooth Transfer of Property When the Inevitable Occurs
As a follow-up to our previous discussion about how to transfer the title of real estate that is community property when the owner of the property dies, we were recently asked a question similar to this: Why should my spouse … Continue reading
Posted in California Trust Law, Estate Planning, Probate, Trust Administration, Trusts & Estates
Tagged 401(k), Bay area, beneficiaries of the estate, brokerage firm, California Trust Attorney, Certificate of Ownership Report, Community Property, conflict of interest, Connie Yi, Duty of Loyalty, employment benefits, estate plan, estate planning package, Estate Tax, fatal accidents, inheritance tax, IRA, IRS, Joint Tenancy, KDOW, Living Trust, open enrollment period, Pleasanton, pre-paid legal services, Probate, Recorder’s office, retirement account, Revocation of Trust, right of survivorship, San Francisco, San Jose, San Mateo, successor trustee, Transfer of Property, transfer the title, Wealtlh Management and You
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Asset Protection: Umbrella Coverage May Be Enough Based On An Assessment Of Your Risk
We recently discussed Asset Protection on our weekly KDOW 1220 AM radio show, Wealth Preservation and You. Instead of the usual approach of how to protect large amounts of valuable assets, we looked at the subject from the perspective of an … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Partnerships, Radio Show: Wealth Preservation and You, Starting a New Business, Succession Planning
Tagged 401(k) account, Alaska, artwork, Asset Protection, automobiles, Bay area, business partners, business planning, car collisions, caveat emptor, charging order, children's education, consumers, corporate assets, cross-state LLC registration, Delaware, do-it-yourself asset protection, gold jewelry, heart attacks, inside creditors, KDOW 1220 AM, landlords, lawsuit, living trusts, LLC versus corporation, middle-class homeowner, Nevada, New Jersey, outside creditors, personal assets, Pleasanton, radio show, rental property, retirement, San Francisco, San Jose, San Mateo, savings account, small-business owner, State Farm insurance agent, stocks, tenants, umbrella insurance, umbrella policy, Wealth Preservation and You, Wen Ling Cheng, worst-case scenario, Wyoming
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