The Williams Group conducted a 20-year study of high wealth families to review the transfer of wealth from one generation to the next. The study found 70 percent of families lost their wealth by the second generation and 90 percent by the third. Surprisingly, the...
Month: April 2018
Categories
- Annual and Lifetime Gift Tax Exclusions (7)
- Business (9)
- Conservatorships (2)
- Español (3)
- Estate Planning (170)
- Joint Tenancy (3)
- Q&A (182)
- Succession Plan (4)
- Title and Deeds (24)
- Trust And Estate Administration (61)
Recent Posts
- Q: Is there any way my kids can avoid probate if I DON’T use a living trust to transfer my home?
- Q: My child will be 18 soon, but I do not feel like he is ready to manage an inheritance well if my spouse and I pass unexpectedly in the near future. How can this be addressed in our estate plan?
- Q: Do I still “own” my house if there is a mortgage on it?
- Q: Does a revocable transfer on death deed (“TOD Deed”) only need to be notarized to be valid in California?
- My spouse and I have been married for many years, and I am out of gift ideas for Valentine’s Day. Any suggestions?