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November 2010 Archives

Living Trusts and Wills, Part Three

Last week, we introduced living trusts and personal wills as two potential avenues of estate planning. On Friday, we discussed personal wills in more depth, highlighting the issue of probate and why one may or may not want to have his or her assets go through the court.

Estate Planning, Step-by-Step: Part Two

We're going to pick up where we left off last week, discussing some of the most important steps that go into creating and maintaining a healthy, up-to-date estate plan. On Thursday, we discussed the importance of properly (and comprehensively) tallying your assets for the purpose of planning.

Estate Planning, Step-by-Step: Part One

Stephen Merkel had a great article on SFGate.com last week, discussing 16 important steps ("Must-Dos") for those individuals beginning to consider the creation of an estate plan. In total, it presents a comprehensive, well-thought-out checklist that should help anyone beginning to put thought into the future of their assets.

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