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Blog Posts in 2018

All Posts

2019 Estate Tax Exclusion and Gift Tax rules November 29, 2018
The IRS issued Revenue Procedure 2018-57 announcing the official estate and gift tax exclusion amounts for 2019. The 2019 applicable federal estate tax exclusion is increased to $11.4 million. The top ...
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Essential Estate Planning for the Unmarried (non-traditional) Couple October 8, 2018
Unmarried couples who live together as a family unit are often referred to as a “non-traditional” couple. The reality is that more and more people choose to cohabit together as a family, even have ...
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Finding the Right Probate Attorney September 20, 2018
If one dies owning assets in his/her name alone, and the estate requires probate administration, the family would be wise to find a Los Angeles probate attorney with lots of experience in Probate ...
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Having Only a Will May Mean Going to Probate Court September 20, 2018
It is a common misconception that if one has a will , there is no court process after they die. This is only true if he/she died not owning any real estate, and having personal property less than ...
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"I only need a simple trust" September 18, 2018
“ I only need a simple Trust ” is a request I hear often. However, this “self-diagnosis” may not always be the right one. A “simple” probate avoidance trust may or may not be the best fit for each ...
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Peace of Mind - Where Estate Planning meets Post-Death Administration July 6, 2018
Peace of Mind – is the feeling you get once the final signatures and notary stamps are placed on your living Trust, your Will , and your Powers of Attorney . Planning for incapacity and death is a ...
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