Posted on April 28th, 2008 by Tort
From Nolo’s Everyday Estate Planning Blog:
“If you, or anyone you know, has been approached by someone offering to buy
them a life insurance policy and promising a risk-free way to earn some serious
cash, be cautious. From the same folks who brought you risky mortgages that you
couldn’t afford and packaged them as ‘no-risk’ securities [...]
Filed under: San
Diego Estate Planning | No Comments
»
Posted on April 22nd, 2008 by Roy Newman
“The dispute over Charles’ musical and financial legacy was the
subject of an article in Sunday’s Los Angeles Times. The article reported
that the rights to Charles’ music had become the subject of several
lawsuits in state and federal courts. The litigation pits several of the
children against Joe Adams, 86, Charles’ long-term manager, who [...]
Filed under: Current
Events | No
Comments »
Posted on April 15th, 2008 by Tort
From the article:
A similar approach led Kelly Bedard and Olivier Deschenes to a rather striking
conclusion: divorce may not be financially harmful to women. They find that
divorce actually led women to live in households with greater income per person.
(To be more precise, they argue that the marginal divorces caused by the [...]
Filed under: San
Diego Estate Planning, Tax | No Comments
»
Posted on April 13th, 2008 by Trusts EstatesProf
Call it tax evasion, asset protection or crime - celebrities from Sophia Lauren
to Wesley Snipes, couldn’t resist showing empty pockets when the tax man
came. . .
Filed under: Estate Planning - Generally, San
Diego Estate Planning | No Comments »
Posted on April 11th, 2008 by Trusts EstatesProf
The article includes a link which provides excellent advice for those in San
Diego considering estate planning for non-married couples and domestic partners.
Filed under: San
Diego Estate Planning, Tax | No Comments
»
Posted on April 9th, 2008 by Trusts EstatesProf
Trusts and Estates Professor writes:
A wealthy lawyer who killed his wife after she had an affair is set to inherit
nearly £1million from her will after being freed from jail.
“Mrs Lumsden’s relatives are said to be “devastated” by
his apparently lenient punishment but were too upset to comment.”
California statute covers this situation via Probate Code [...]
Filed under: San
Diego Estate Planning | No
Comments »
Posted on April 8th, 2008 by Roy Newman
Amid the stock market’s sharp losses and wild volatility in the first
quarter, some investors may have discovered their true threshold for pain. So
what do you do if that threshold turned out to be a lot lower than you’d
thought? There are steps you can take to reduce your risk of serious portfolio
losses [...]
Filed under: Current
Events | No
Comments »
Posted on April 6th, 2008 by Trusts EstatesProf
What is estate planning? Find some answers in this article.
The following is from Ian Driscoll: Parents must put children in the know,
us.ft.com, Mar 24 2008:
“Tax planning is a very important part of estate planning; sometimes the
only part,” says Susan Schoenfeld, principal and associate fiduciary
counsel at New York-based Bessemer Trust. “But it shouldn’t [...]
Filed under: Estate Planning - Generally, Probate, San
Diego Estate Planning, Tax, Wills | No
Comments »
Posted on April 5th, 2008 by Tort
This is a fascinating read - considering that the law on point in New York
largely mirrors the law in California.
Filed under: Probate, San
Diego Estate Planning, Wills | No
Comments »
