Even if Congress fails to act, in 2026, the current rate sunsets. This cuts rates in half to about $6 million per individual. This blog post discusses ILIT Trusts. So, read on.
Category Archives: Inheritance
07
May
May
Although you may not own millions, your estate needs a proper legal plan, or an estate lesson plan. Estate is a general term referring to everything you own.
Assets, California Law, Estate Planning, Heirs, Inheritance, Trusts, Uncategorized
Disinherit Your Children?
30
Apr
Apr
Regardless of why a parent would disinherit a child, they should not disinherit as a tool to manipulate. Disinherited children may feel angry. This could lead to turmoil within the family.
10
Apr
Apr
Making your partner a joint owner iseasy. Simply give them immediate access to and control over an account or property. Keep the account or property owned jointly, with the right of survivorship.
California Law, Estate Attorney, Estate Planning, Heirs, Inheritance, Trusts
Inheritance: Don’t Give it to Creditors
26
Mar
Mar
An SRT is a special type of trust. It designates the intended beneficiary of your retirement accounts after you die.
19
Mar
Mar
No matter the month, wedding planning usually includes tuxedos, dresses, rehearsal dinners, guest lists, and the honeymoon. However, too many couples fail to consider an important element that should make every “to do” list – a couples estate plan.
05
Mar
Mar
Many parents express concern their in-laws becoming outlaws. Their children may divorce. In this case, a divorcing spouse could seize their children’s inherited money and property .
19
Feb
Feb
While many assume that a will or trust signed in an attorney’s office is valid, such is not always the case. Attorneys who do not specialize in estate planning may be unfamiliar with the formalities required to make a will or trust legally valid in their state.
California Law, Estate Planning, Inheritance, Life Changes, Trusts, Wills
Incapacity-Proof Your Estate Plan
05
Feb
Feb
Most people agree that a long life is good. However, life alone does not guarantee ideal circumstances. For example, longevity, coupled with physical or mental incapacity, can prove challenging.
26
Dec
Dec
If you plan to refinance a property, call today so we can make sure that your lender, the title company, and you remain on the same page. What’s more, we want to ensure the property you refinance is titled correctly.