• Updating your Advance Health Care Directive to allow Remote Authorization of Medical Decisions given COVID-19

      With the current COVID 19 pandemic reshaping the way we live, a major concern for our clients is to revise their existing Health Care Directives and HIPAA documents to include provisions that address ...

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    • Are your kids still your kids after they turn 18?

      A Mom gets a call from a cross-country Emergency Room informing her that her 19-year old college student has been admitted. That’s all she is allowed to know. That’s all they are allowed to say. She ...

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    • COVID Estate Plans

      The Age of COVID Estate Plans – Cheap Trusts are in fact Very Expensive Estate planning services are highly sought after in this “Age of COVID.” Unfortunately, the higher cost of a custom-drafted, ...

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    • Your Estate Plan: Have you waited long enough?

      If you have been postponing the setting up of an estate plan for 30 years – have you waited long enough? Going forward - time is not your friend: for folks in their 60s or 70s, waiting any longer to ...

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    • What Do Grads and Brides Have to Do With It?

      Every life transition changes the person that we are. Graduating from High School or College, getting Married, starting a Business, or a Family – those are big life events that define new legal ...

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    • New Year - New Medi-Cal Recovery Rules

      On January 1, 2017, new legislation took effect which greatly restricts Medi-Cal recovery. For MediCal recipients who die on or after January 1, 2017, recovery is now largely limited to only those ...

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    • Claiming the Property Tax Reassessment Exclusion

      Real property that is not entitled to special exemption is valued at the base-year value determined under Proposition 13 guidelines, adjusted for inflation. As provided in Article XIIIA of the CA ...

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    • Peace of Mind - Where Estate Planning meets Post-Death Administration

      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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    • Difference between Probate and Trust Admin

      Pre-Death Planning determines the cost, length, and efficiency of Post-Death Administration. A common misconception is that having only a Will is sufficient estate planning. Although a Will does name ...

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    • Having Only a Will May Mean Going to Probate Court

      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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    • Finding the Right Probate Attorney

      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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    • What Do Grads and Brides Have to Do With It?

      Every life transition changes the person that we are. Graduating from High School or College, getting Married, starting a Business, or a Family – those are big life events that define new legal ...

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    • How will you protect your assets After tax season

      Admittedly, this time of year (i.e., March-April), no one wants to think about anything other than Tax Season. The 1099s are in, the expenses are accounted for, and the checks to IRS/FTB hare sent ...

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    • 2019 Estate Tax Exclusion and Gift Tax rules

      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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    • How to Fund Your Living Trust After it is Created

      You’ve created your living Trust – now what? Establishing your Trust is only the first step in ensuring that your property will go to your desired beneficiaries outside of Probate court. The next step ...

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    • My real estate property is not of high value - do I need a Trust?

      It is a common misconception that ANY assets less than $150,000 in value are not subject to Probate. Although that IS true for personal property (accounts, cars, personal items, etc.), this is NOT ...

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    • How to prepare for a Will or Trust Contest

      Legally everyone is entitled to leave their estate to anyone they want. This means that they can exclude (or “omit”) anyone they want from receiving any distributions under a Will or a Trust. Often ...

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