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Posts Tagged With: #inheritance

California Estate Planning Attorneys: Disinheriting a Family Member from Your Estate

September 8, 2021 by Jonathan Stein

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

Categories: Current Affairs, Estate Planning, Family Matters, Hiring an attorney, Law, Legal Process, News Tags: #adult #yourwishes, #estateplanning, #inheritance

Is the Word “Inheritance” a Dirty Word in Your Family? | California Estate Planning Lawyer

August 11, 2021 by Jonathan Stein

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

Categories: Estate Planning, Family Matters, Legal Process Tags: #estateplanning, #inheritance

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