Estate Planning & Taxation Legal Posts

Revocable Living Trusts, Part II: Why Set Up a Revocable Living Trust?

Posted on August 20, 2019October 13, 2020 by Erin Humbles Posted in Estate Planning & Taxation

Other Posts in this Series Part I: The Elements of a Revocable Living Trust Part III: Funding Your Revocable Living Trust Revocable living trusts provide numerous benefits for California residents. This estate planning tool, which provides for a faster, less expensive, and more private estate administration, should be considered by...

Revocable Living Trusts, Part I: The Elements of a Revocable Living Trust

Posted on August 15, 2019October 13, 2020 by Erin Humbles Posted in Estate Planning & Taxation

Other Posts in this Series Part II: Why Set Up a Revocable Living Trust? Part III: Funding Your Revocable Living Trust Revocable living trusts provide multiple benefits for those who utilize them properly – this begins with an understanding of how these trusts work and what they are designed to...

Your Default Estate Plan, Part II

Posted on August 13, 2019August 5, 2019 by Erin Humbles Posted in Estate Planning & Taxation

You can designate who inherits from you, or you can let intestate succession laws decide for you. Holocaust survivor and New York real estate developer Roman Blum apparently left no instructions for the distribution of his $40 million fortune when he passed away in 2012. The first will produced was...

Your Default Estate Plan, Part I

Posted on August 7, 2019August 26, 2019 by Erin Humbles Posted in Estate Planning & Taxation

If you don’t prepare your estate plan, the law has provisions in place to handle the management of your estate and the guardianship of your children. You might not like it, though. Our July 9, 2019 post “Don’t Delay Your Estate Plan!” highlighted the colossal mess that Prince Roger Nelson...

Keeping Your Estate Plan Current

Posted on July 16, 2019June 24, 2019 by Erin Humbles Posted in Estate Planning & Taxation

Setting up an estate plan isn’t enough – remember to review and update it periodically to ensure that it consistently reflects your wishes. In 2013, the U.S. Supreme Court issued a ruling that sent a clear message how important it is to keep your estate plan up to date. The...

Don’t Delay Your Estate Plan!

Posted on July 9, 2019June 24, 2019 by Erin Humbles Posted in Estate Planning & Taxation

Proper estate planning can save your heirs the hassle and expense of probate and conservatorships, estate taxes, and contested court proceedings. Just weeks after Prince Roger Nelson’s death in 2016, dozens of people filed petitions in the Carver County District Court in Minnesota, claiming a piece of the music icon’s...

Estate Planning and Technology: Electronic Signatures

Posted on June 6, 2019May 21, 2019 by Erin Humbles Posted in Estate Planning & Taxation

As digital technology continues to take hold, including a growing number of end-of-life planning websites and mobile apps, lawyers and lawmakers alike are calling for a closer look at how we may be able to effectively utilize electronic signatures in the area of wills, trusts and probate. Passage of the...

Is It Time to Update Your Estate Plan?

Posted on May 2, 2019April 25, 2019 by Erin Humbles Posted in Estate Planning & Taxation

There are certain events that call for a fresh look at your estate plan. “Nothing endures but change.” - Heraclitus of Ephesus The quote may be 2,500 years old, but the ancient Greek philosopher’s statement remains true – change is still the only constant in life. Spouses get divorced,...

How To Prepare for Your First Estate Planning Appointment

Posted on March 29, 2019January 25, 2022 by Erin Humbles Posted in Estate Planning & Taxation

Adequate preparation for your first estate planning appointment will help ensure that your attorney prepares the best estate plan for you in the shortest period of time. Facing your own mortality is not an easy thing to do, and getting ready for your first estate planning appointment requires that you...

2018 Tax Prep and Organizer Resources

Posted on January 15, 2019September 18, 2025 by Erin Humbles Posted in Estate Planning & Taxation, State & Local Taxation, Tax Planning & Compliance

Our attorneys and accountants have extensive experience preparing tax returns and other reports to federal, state and other taxing agencies. The firm handles both routine and complex tax filings at the federal, state and local levels. We prepare the full range of returns, including individual income tax returns,corporate tax returns,...

Tax Resources

Category: Estate Planning & Taxation