Part 2 in a 2-Part Series Low Interest Rates & Estate Planning Last week, we began a two-part series about how to share your wealth through estate planning. To read part one in the series, click here. This week, we conclude by examining other options for sharing your wealth. We examine charitable gifts, including intrafamily loans.
Category Archives: Estate Planning
21
Aug
Aug
Your attorney can design the trust to pay the grantor a stream of income at least annually and over a specific term of years. At the end of the specified term, payments end.
Assets, Estate Planning, Heirs, Trusts, Wills
Why Your Heirs May Receive a Smaller Inheritance Than They Expect
14
Aug
Aug
Often, family members “lawyer up” and settle in for a long, drawn-out court battle. In such cases, attorney fees often spiral into the tens and even hundreds of thousands of dollars.
Estate Planning, Estates, Heirs, Inheritance, Uncategorized
Why Your Heirs May Receive a Smaller Inheritance Than They Expect
07
Aug
Aug
Depending on the size of the estate and the nature of the accounts and property held by the estate, these expenses reduce the final amount available for heirs or beneficiaries.
(Part 1 of a 2-Part Series) After months of near confinement in our homes, most Americans are stir-crazy. As such, we are eager to travel to make vacation plans. As more states are open, take these precautions before your summer travels.
Assets, Elder Care, Estate Planning, Guardianship, Uncategorized
Sandwich Generation: Caring for Kids & Parents
11
Jul
Jul
Or, you could manage their financial affairs as a conservator. This takes time and money. It also involves public testimony and evaluations about your parents’ health and living situation.
19
Jun
Jun
As an added convenience for our clients, we are available to hold our meetings through video conferencing or by phone if you prefer. We are here to help you decide whether it makes sense to avoid probate in your particular case and, if so, the best way to do so.
12
Jun
Jun
Most people equate probate with privacy. The process of collecting, managing, and distributing a deceased person’s money and property, probate is not a private process. For example, attorneys file wills at the courthouse. This makes them public record. As a result, your nosy neighbors need only travel to the courthouse or hop online to find out […]
Does the deceased person’s will specify the amount they will pay you? As the personal representative, the estate will award compensation. Amounts vary based on a certain percentage of the estate.
California Law, Estate Planning, Trusts, Uncategorized, Wills
Estate Self-Care for Essential Workers
15
May
May
To better assist our clients, we are available to meet by telephone or video conference. We may also be able to use remote procedures for the signing and executing of your documents, eliminating the need for you to come into our office at all.