Tag Archives: estate planning

Estate Planning and the NBA

31 May
sterling nba

Even for those who don’t follow the NBA, many have heard the news about Donald Sterling over the past couple months.  This week, it was reported that Steve Ballmer would purchase the Los Angeles Clippers for $2 billion.  Part of what made that sale possible was product of estate planning. Donald and his wife Shelly had […]

Distinguishing a Living Will From a Will

20 Sep
Living Trust & Estate Planning

One of the most common estate planning requests I get is to draft a living will.  While this is great because everyone needs one, I have found that many people are confusing a living will with another document, such as a will or even a living trust.  This post will explain what a living will […]

The Estate Planning Toolbox: Portability Election

15 Aug
estate-planning-toolbox

With the passage of the American Taxpayer Relief Act of 2012, the portability election for the estate and gift tax exclusion became permanent.  While portability was available in 2011 and 2012, it was not until 2013 that it became a permanent fixture and changed the estate planning landscape for married couples.  The portability election can […]

The Importance of Using an Attorney in Estate Planning

05 Jun

Today the San Diego Union Tribune had an article titled “Communication about End-of-Life Wishes Does Not Frequently Occur.” (see link below)  It was an interesting read for a couple reasons.  First, it shined light on the fact that so many people are not setting up adequate estate planning.  The article cites that 70% of people […]

The Basics of Estate Planning

17 May
estate-planning-basics

It is common for people to approach me and say they need to setup an “estate plan,” but when I dive a little deeper and ask what they are looking for many people don’t know where to begin.  While every person’s situation is different, the most frequent estate plan I draft for people centers around […]

What’s Left Unaddressed in 2013 – Part 1

25 Jan

With the passage of the American Taxpayer Relief Act, much of the focus has been spent digesting and discussing the estate and gift tax items that were made permanent by their inclusion in the Act.  What has gotten less attention are the estate planning issues that were not addressed in the Act despite rumors of […]