Part 1 of a 2-Part Series Low-interest rates led to record-breaking mortgage refinancing across the country. Millions of homeowners are scrambling to refinance their home loans before the end of the year. After all; even a few tenths of a percentage point of interest, paid monthly for 30 years, significantly reduces the amount of interest […]
Category Archives: Estates
13
Nov
Nov
Exercise offers myriad health benefits. It helps prevent and/or manage health conditions such. These include diabetes, high blood pressure, arthritis, stroke, many types of cancer, and obesity.
Estate Attorney, Estate Planning, Estates, Inheritance, Trusts, Uncategorized, Wills
10 Types of Trusts
11
Sep
Sep
A generation-skipping trusts allows you to distribute your money and property to your grandchildren, or even to later generations, without taxation, by using your lifetime exemption to offset any tax that could be due.
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.
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.
09
May
May
Positive emotions accompany by a broadened perspective. This allows us to see and examine a variety of options before choosing the one we believe to be best.
California Law, Estate Planning, Estates, Inheritance, Retirement, Uncategorized
COVID-19 Estate Planning
27
Mar
Mar
Supporting a special needs child or grandchild can be expensive. While you are working or have a stream of income, you can allocate money as you see fit.
California Law, Elder Law, Estate Attorney, Estate Planning, Estates, Inheritance, Probate
Probate Pros & Cons: Part 3
28
Feb
Feb
Part 3 of a 3-Part Series Last week, in part two of our three-part post about probate-proof estates, we covered one option for avoiding probate with a strategy we called the “Piecemeal Approach.” Click here to read that post. And to catch up by reading part one, which introduced the concept of how to avoid […]
California Law, Estate Attorney, Estate Planning, Estates, Probate, Wills
Is Your Estate Plan Probate-Proof?
14
Feb
Feb
The Smartest Way to Make Sure Your Estate Plan is Probate-Proof First in a 3-Part Series Consider this important question: When did you and your estate planning attorney perform a full review of the following? Your long-term plans for your financial affairs Family Legacy? For that matter, have you ever sought out such a review? […]