Now is the Time to Talk with Your Estate Planning Attorney No perfect time exists to broach the subject of estate planning with your family. Although we all know that everyone eventually passes away, most of us choose to try to forget that reality. Faced with the decision between taking the initiative to start a […]
Category Archives: Trusts
Elder Law, Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Trusts
3 Estate Planning Secrets the Wealthy Use
15
Jan
Jan
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:
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 […]
Estate Planning, Glendora, Life Changes, Retirement, Taxes, Trusts
End the Year Trust-Based Estate Planning
14
Dec
Dec
Trust-Based Estate Planning As you know, tax returns for 2017 were due on October 15, 2018. The end of the year is quickly approaching. So, maybe you’re ahead of the game and have already started gathering data to file for 2018? But if you live in the real world like the rest of us, you […]
07
Dec
Dec
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 […]
30
Oct
Oct
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 […]
Estate Attorney, Estate Planning, Glendora, Life Changes, Trusts, Upland, Wills
Fall Estate Planning Checklist
19
Oct
Oct
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 […]
05
Oct
Oct
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 […]
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 […]
Ambrose Bierce once observed, “Death is not the end. There remains the litigation over the estate.” Dark as his comment was, it is true. Ideally, when someone dies, estate attorneys process the paperwork and material concerns associated with the estate flawlessly. This allows the family to grieve and remember their loved one in peace. In […]