A downloadable guide from the American Bar Association about the seriously ill. A useful resource!
Estate Planning, Southern California Attorney
Category Archives: Newsworthy
Upcoming Event on EP Issues
Mark Doyle, one of our esteemed partners and tax attorneys at Tredway, Lumsdaine & Doyle, LLP, is providing a great legal update and discussion fodder on estate planning issues at the upcoming CalCPA Downey Discussion Group on Thursday, November 12.
Should you wish to attend, please follow the instructions at the link in the next sentence. [...]
Celebrities Die Just Like the Rest of Us.
Three very notable celebrities have died. Ed McMahon, Farrah Fawcett and now Michael Jackson. Each had families. Each had loved ones. Each had assets. And each had potential contestants to their estate. Did each have an estate plan in place that was updated and reflected their wishes?
Time will soon find out. The media will report [...]
Filing Fees Continue to Increase.
Filing fees for the Superior Court of Los Angeles County went up for 2009. You don't always realize how much court fees are until you have to ask your client to pay them. Sometimes the fee are cost-prohibitive and that preparing an estate plan in the first place would have come to the cost of [...]
Scam Involving a Minor Fender Bender and Elderly Adults
Our local internet news source, LongBeachReport.com, (at www.lbreport.com) has posted a very interesting scam today involving our elders and minor traffic accidents.
LongBeachReport warns of recent incidents involving a very minor bump to the rear bumper of an elderly driver. Once the elderly driver exits his or her vehicle, the scammer politely offers to help [...]
WSJ Article on Estate Planning in Dire Times
Click here to read a fascinating article on estate planning and why now is the time to do it.
It was a dark and stormy night… (oh, that’s Snoopy, read the wiki on it here.)
The economy is a mess, home prices are reeling, and stocks have
plunged. But for those likely to become ensnared in the estate [...]
FDIC Insurance Limits Raised
Effective October 3 through December 31, 2009, President Bush signed a law raising the FDIC depositor insurance coverage limit to $250,000 per account subject to rules and upward adjustments. See this link from the FDIC for more information.
As always, also discuss with your attorney, financial advisor or other advisor if you have questions or concerns [...]
What If Your Bank Fails?
On everyone’s mind these days… check out Liz Pulliam Weston’s webarticle on this very timely topic. She has excellent information and things to ponder. Click here for more information.
On a related topic, with regards to living trusts, make sure your Schedule A is updated annually to reflect all of your bank accounts, financial accounts and [...]
Big Time Conservatorship: Britney Spears.
Judge Reva Goetz in Department 9 at Los Angeles Superior Court, Central Courthouse granted a temporary conservatorship over Britney Spears on Friday, February 1, 2008. It is known that a conservatorship naming her father to manage her finances was granted. It is not clear if powers were granted to also make medical decisions by her [...]
James Brown’s Estate Battles.
So, it’s becoming clear that James Brown was a busy man. He had many children — many who are being identified through DNA testing conducted after he died to determine paternity.
See here for interesting articles and links from E! News. And the New York Times jumped in with this article today: Godfather of Soul; Father [...]
