Category Archives: Estate Attorney

3 Estate Planning Secrets the Wealthy Use

Key to building wealth

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:

Reducing Tax Burden for 2018 Part 2

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 […]

Strategies for Saving on 2018 Income Taxes

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 Checklist for 2019

Estate Planning Checklist

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 […]

5 Reasons to Protect Your Retirement Accounts Now

Wealth Protection

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 […]

Fall Estate Planning Checklist

Estate Planning Taxes 2019

With several months left before the new year, fall is the perfect time to review your estate planning affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When did you last update your Power of Attorney (POA)? A valuable legal document, no matter what the circumstance A POA is […]

An inheritance can change your Estate Plan

Wealth Inheritance Upland

Receiving an inheritance is a huge blessing. However, it it is not handled properly, it could become a curse. For example, often times, the inheritor does not know what to do with the new asset and runs into financial trouble. Without care, inheritors can squander most, if not all of the inherited funds. In such […]

Legal Strategies for Scary Times

Personal Estate Legal Plans Advice Chart

A poor health diagnosis or need for major surgery can disrupt your day-to-day life. So, estate plans are likely far from top-of-mind. Despite the fact you have much to contend with due to such taxing demands, it’s crucial to consider estate plans in times of change. In fact, proactive planning can ease you and your […]

10 Estate Planning Tips for Furry Family Members

Estate Planning Glendora Upland

In Honor of National Dog Day, 10 Crucial Insights for Protecting Furry Family Members Americans love pets. In fact, the American Pet Products Association estimates that in 2017, pet owners spent more than $69 billion on their dogs, cats, birds, reptiles and other domestic animals. The money spent isn’t just for pampering the pets. It also […]

Keeping the Peace After You Are Gone: Estate Plan

Estate Planning Glendora and Upland

When musician Aretha Franklin died last month, she failed to leave a will. With her estate valued at more than 80 million dollars, her failure to complete an estate plan has put her heirs in a difficult position. An attorney who worked with Franklin for years says he urged Franklin to create a will or trust. […]