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:
Category Archives: Estates
24
Oct
Oct
Believe it or not, the end of the year is rapidly approaching. So, now is the time to take a moment and start preparing your year-end tax planning for 2018. This is extra important this tax year because of the changes to the tax law which became effective in 2018. As a result, your taxes […]
Assets, Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Wills
An inheritance can change your Estate Plan
16
Oct
Oct
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 […]
Planning for the Financial Future of a Troubled Adult Child Are you concerned about any of your adult children? A well-executed estate plan can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a […]
Estate Attorney, Estate Planning, Estates, Glendora, Trusts
10 Estate Planning Tips for Furry Family Members
17
Sep
Sep
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 […]
Estate Attorney, Estate Planning, Estates, Inheritance, Wills
Keeping the Peace After You Are Gone: Estate Plan
07
Sep
Sep
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. […]
California Law, Estate Attorney, Estate Planning, Estates, Guardianship, Inheritance, Probate, Wills
How Estate Planning Can Help You Dream About Your Future
28
Aug
Aug
A dream without a plan is just a wish. Estate planning takes your wishes and turns them into reality. Estate planning is also a great way to focus on the legacy you want to leave behind for loved ones, so they can avoid the expense and delays associated with probate. And, in the process, you […]
California Law, Estate Planning, Estates, Guardianship, Inheritance, Wills
Back-To-School Prep: Not Just About Supplies
20
Aug
Aug
With your children’s wellbeing weighing on your mind each day, you could forget about some of the most important factors involved caring for their present as well as their future: naming a guardian for your estate plan. Guardianship & More When was the last time you reflected on the person you selected to be guardian? […]
09
Jul
Jul
Estate Planning A letter of instruction is an informal document that lets your loved ones know what to do after your death. While no one wants to focus on such a somber subject, death is a natural part of life. So, preparing for it makes sense. And taking this step can alleviate stress and prevent […]
With probate court, the rules and processes differ depending on the deceased’s state of residence. If your loved one lives in California, this is what you should know: What is Probate?