In the world of estate planning, attorneys often witness the impact of seemingly trivial items on family dynamics. It's not uncommon for disputes to arise over sentimental possessions, and one such example that might surprise many is the piano. In this blog post, we'll explore why a seemingly harmless musical instrument can become a focal point for family conflicts and highlight the importance of thorough estate planning. The Sentimental Value: A piano is more than just a piece of … [Read more...]
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3 False Beliefs that Keep People From Working with Us
Any of these sound familiar? If you are like most people, these types of mantras are probably deeply ingrained in your psyche. We’ll tell you a little secret: no matter where you are in your estate planning journey there’s a very good chance false beliefs like these are running the show. We even caught ourselves in the act! We used to tell ourselves, “We’re too young, our family isn’t very complicated.” It takes persistence and a real desire to flip the switch on false beliefs, but you can do … [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part Two
The first part of this three-part series explored the issues raised by the first lawsuit. This second part will delve into the issues raised by the second lawsuit and the third part will explore the issues raised by the third lawsuit. Richard and Dianne were married in 1980 and lived together in the community property state of California until Richard’s death in February 2022. While Richard was alive, he created the Richard C. Blum Marital Trust of 1996, dated January 9, 1996 (“Marital … [Read more...]
Estate Planning Insights for 2024: Resolutions from Your Trusted Specialist
As we step into the new year, it's not just a time for resolutions but an opportunity to fortify your path to a secure and prosperous future through estate planning. As your dedicated estate planning law specialist, I'm here to share valuable insights and resolutions tailored to your unique circumstances. 1. Regularly Review and Update Your Estate Plan: Estate planning is a continuous process, adapting to life changes and evolving circumstances. Resolve to review and update your plan … [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part One
This first part of a three-part series will explore the issues raised by the first lawsuit. The second part will delve into the issues raised by the second lawsuit and the third will explore the issues raised by the third lawsuit. Richard and Dianne were married in 1980 and lived together in the community property state of California until Richard’s death in February 2022. During their marriage, Richard and Dianne established the Richard C. Blum & Dianne Feinstein Joint Property … [Read more...]
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