by Christine | Jan 18, 2016 | Asset Protection, Estate Planning, Irrevocable Trust, Trusts |
Estate planning lawyers in Torrance, California are most often considered by folks who are wanting to put their end-of-life affairs in order. The lawyer helps them to draw up important documents such as powers of attorney and medical directives, as well as to develop...
by Christine | Aug 14, 2015 | Asset Protection, Elder Law, Estate Planning, GIfting, GRATs, Tax Planning, Trusts |
Some high-net worth families still face the challenge of reducing their estate to minimize or eliminate estate taxes, although the federal estate tax exclusion is currently larger than it has ever been. The portability of unused exclusion amounts are at $5.43 million...
by Christine | Aug 6, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Living Trust, Trusts, Wills |
Of all the hated taxes in the U.S. tax code, the estate tax is handily the single most hated tax, particularly among wealthy families who must pay it. In an effort to preserve wealth across generations, these families rely on the use of complex strategies to transfer...
by Christine | Jul 28, 2015 | Asset Protection, Elder Law, Estate Planning, Trusts, Wills |
Estate plans are more about reducing the stress on your heirs and ensuring that your wishes for the assets you leave behind are distributed as you wish than they are about money. Instead of focusing on a list of bank and investment accounts, trying thinking...
by Christine | Jul 20, 2015 | Asset Protection, Estate Planning, Estates, Family Home, Inheritance, Living Trust, Medi-Cal Long Term Care, Tax Planning |
Let's take a closer look at what a life estate is and how using one could help you save your family home. Home is where the heart is. The thought of losing your home can be devastating. What options do you have to prevent this from happening? Motley Fool’s recent...
by Christine | Jul 13, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
For the last several decades, you’ve always made these kinds of decisions together. What can already be an emotional task of drafting a will is even more so after the loss of a lifelong partner. Even in the event of a terminal illness diagnosis with time to prepare in...
