Irrevocable Life Insurance Trusts (ILITs): Why Now?
Currently, the federal estate, gift, and generation-skipping transfer (GST) tax exemption equals $11.58 million per taxpayer. Assets included in a decedent’s estate that exceed the decedent’s re…
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As an estate planning attorney, I am lucky to be able to help guide clients as they thoughtfully plan for their loved one’s futures. Estate planning is an act of love, a gift that an individual passes on after they have gone.
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Pandemic fatigue - many people right now are feeling weary and wondering when everything will get back to “normal.” How about instead of waiting around for “normal” to happen, we live our best lives in the here and now?
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Many wish to leave their home to their children. Proposition 19 will make this more difficult, forcing many to sell the home because of significantly increased property taxes.
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Kevin stands at the door of Winnie’s nursing home room, tears streaming down his face. The medical staff just finished inserted a feeding tube into Winnie – an act Kevin knew she didn’t want. Unfortunately, Winnie couldn’t express her wishes…
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The social insurance program was established in 1935 by the US federal government with the purpose to provide retirement, disability, and survivors’ benefits. Since that time, in part due to the disappearance of extended family networks, an increas…
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Big life changes for any Californian may affect your estate plan. You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to anot…
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If Californian parents wait too long to instill family values to their children, successfully addressing and legally formalizing inheritance of family values and assets can be a challenge. Undoubtedly the best time to teach and empower your children…
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It’s a common misconception that estate planning is only for the wealthy, but in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well…
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Keep your hard-earned assets, for the future inheritance of your children and grandchildren, from disappearing or being claimed by creditors with protective measures in your estate plan. A simple way to achieve inheritance protection is through a tru…
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