Not long ago, I was contacted by a couple who did planning with us a while back. They asked for an appointment to make some changes to their estate plan. However, their demeanor when they came in was different than the last time we met. When I inquired about the changes they wanted to make,… Read More
Posts Tagged With: #inheritance
Is the Word “Inheritance” a Dirty Word in Your Family? | California Estate Planning Lawyer
In my years as a California estate planning attorney, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience proves… Read More