When a doctor suggests getting your affairs in order, the moment can feel heavy. Those words often arrive during a serious medical diagnosis or a life-changing health conversation. While the timing feels difficult, the opportunity matters deeply. But taking care of business is an estate planning mandate if your doctor gives you instructions to do […]
Tag Archives: Asset Protection
07
Mar
Mar
Are you looking to secure your family’s future and protect your hard-earned assets? Skvarna Law Firm stands as your trusted partner in estate planning, offering expert asset protection. With offices strategically located in Glendora and Upland, we bring a wealth of experience and local knowledge to help you navigate the complexities of estate planning in […]
12
Mar
Mar
An important first step for creating an estate plan? Take an inventory of your money and property. Regardless of your wealth or financial struggles, everything you own is part of your estate and should be listed–or at least accounted for– in your inventory.
Assets, California Law, Estate Planning, Trusts, Uncategorized
Domestic Asset Protection Trusts Explained
02
Oct
Oct
DAPT laws vary significantly by state. Residency requirements vary from state to state, as does the required connection of the grantor with the DAPT state.
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.
Estate Planning, Estates, Retirement, Taxes, Uncategorized
Coordinate Your Estate & Retirement Plans
05
Jul
Jul
Many people think of retirement funds as monolithic resources. That’s understandable. After all; we work for years socking away money for the future. Unfortunately, though, rising healthcare costs can erode even the largest retirement account. Retirement accounts typically form the largest portion of most estates. So, set up proper management to handle your fund. The […]
Asset Protection Strategies Estate planning is not only about detailing your wishes after you’re gone. It also means protecting your assets for as long as possible, so you can enjoy the fruits of your labor. Understand the Attorney’s Role Before diving into asset protection strategies, it’s crucial to understand the scope of assistance you’ll receive […]