When an estate plan involves an independent business owner who wants his or her family to benefit from the value of the business, a lot of important questions will need to be answered. Most importantly: Will you leave your business to be managed by your children, or...
Month: February 2018
Bitcoin and inheritance: What will happen to my crypto coins?
With the rise of Bitcoin's value, more and more people are taking the cryptocurrency seriously as a method for storing wealth. Some analysts believe that a single Bitcoin will be worth $1 million in the not-to-distant future, while others believe that the coins will...
Your Health is Your Wealth: An empowering seminar for women 50+
Tuesday, February 27th Session 1 at 11:30 a.m. - 1:30 p.m. or Session 2 at 5:30 p.m. - 7:30 p.m. Both parts are presented at each session. Your Health is Your Wealth is a free seminar designed for women over the age of 50 to boost physical, mental and financial...
Dispute over Napa estate erupts more than decade after death
A family argument over the fate of a $92 million estate wages on in Napa Superior Court. The dispute erupted between two daughters of a multi-millionaire landlord, businessman and vintner who amassed a considerable amount of wealth during his life. The daughters are...
Doctors: Have you completed your estate plans?
As a doctor, you will have unique estate planning concerns. For one, if you're in private practice, you may own a valuable business and you will want to transfer as much of your business value to your heirs as possible. Secondly, if no one in your family is a doctor,...
What are the benefits of creating a living trust?
California estate planners have a lot of options for organizing their finances and distributing their wealth after they're gone. One of those options might include the creation of a living trust instead of a will.It's important to understand the potential benefits of...
