Now is the Time to Talk with Your Estate Planning Attorney No perfect time exists to broach the subject of estate planning with your family. Although we all know that everyone eventually passes away, most of us choose to try to forget that reality. Faced with the decision between taking the initiative to start a […]
Elder Law, Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Trusts
3 Estate Planning Secrets the Wealthy Use
15
Jan
Jan
Strategies to Enhance Your Success Estate planning is complex and continually evolves. Affluent families, aka “early adopters,” embrace the newest and best estate planning strategies. Work with us to benefit from the same estate planning strategies that affluent families do. Here are a few techniques we recommend:
Part 2 in a 2-Part Series Last year (at the end of 2018), we wrote about how to reduce the Taxable Income of Irrevocable Trusts. Click here to reference that blog. This week, we conclude our two-part series by discussing other strategies you may wish to employ before seeing your accountant in 2019. Under federal […]
Part 1 in a 2-Part Series about Tax Savings Now is the time to begin looking at ways to minimize your 2018 income tax bill. This blog post, which is the first of a two-part series, outlines several strategies to consider before the end of the year. Granted, this is a lot of tax talk. […]
Estate Planning, Glendora, Life Changes, Retirement, Taxes, Trusts
End the Year Trust-Based Estate Planning
14
Dec
Dec
Trust-Based Estate Planning As you know, tax returns for 2017 were due on October 15, 2018. The end of the year is quickly approaching. So, maybe you’re ahead of the game and have already started gathering data to file for 2018? But if you live in the real world like the rest of us, you […]
07
Dec
Dec
As the end of the year approaches consider the changes you may need to make to your estate plan. Have you gotten married or divorced over the past year? Perhaps you’ve welcomed a new child or grandchild? Or has your health changed? So much can happen in a year, it’s important not to let too […]
23
Nov
Nov
Part 2 of a 2-Part Series Last week, we started a series about how failure to plan for incapacity could lead to serious consequences. To review that blog, click here. This week, we conclude by discussing how to plan for something you may not have considered, incapacitation. The components of your plan that impact incapacity […]
16
Nov
Nov
Part 1of a 2-Part Series Why Ignoring the Importance of Incapacity Planning Could Lead to Serious Consequences For reasons no one can quite understand or explain, deaths spike during the holidays. Weird, we know. But while we’re on the subject, we might as well address the elephant in the room; despite careful planning, you may […]
Election Results, Estate Planning, Inheritance, Life Changes, Taxes
What do the 2018 Midterm Elections Mean for Your Estate Plan?
09
Nov
Nov
Estate planning is an ongoing process instead of a one-time transaction. In the same way you never stop budgeting, saving, and investing in life, estate planning is a lifelong endeavor. Let’s look at some of the considerations you should make now that the 2018 midterm elections are over. Planning in a Fluctuating Political Climate
30
Oct
Oct
Your retirement account provides good asset protection. However, as soon as you pass that account to a loved one, the associated protection evaporates. This means that just one lawsuit can make the entire thing disappear! If this occurs, your life-long, hard-earned savings could be wiped out, leaving your heirs penniless. But, never fear. Your estate […]