• 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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    • Essential Estate Planning for the Unmarried (non-traditional) Couple

      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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    • 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 hard ...

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    • Not all beneficiaries are created equal - some need incentives

      It is common knowledge that if one dies without any estate planning (will or trust), their heirs would be able to inherit outright if they are over the age of majority – age 18. But, most agree that ...

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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 hard ...

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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 probate attorney with lots of experience in Probate court and one ...

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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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    • Death & Taxes: Top Financial Experts Share Crucial Estate Planning Mistakes to Avoid

      When planning for the future, many people forget an essential step in the process. When one dies, many factors come into play immediately. Take care to make good decisions in estate planning so heirs ...

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    • The Effect of the 2018 Tax Cuts and Jobs Act on Your Existing Estate Plan

      Effective on January 1, 2018, the federal Tax Cuts and Jobs Act substantially changed estate tax laws. Among other things, the Act increased the estate tax exemptions to $11.2 million per individual ...

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    • "I only need a simple trust"

      “ 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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    • Will and Trust Provisions for your Pets

      Pet Hospice is becoming a preferred choice of saying “goodbye” to a beloved companion animal. It is more humane for the animal because it focuses on the relief of the end-of-life suffering, and the ...

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    • Not all beneficiaries are created equal - some need incentives

      It is common knowledge that if one dies without any estate planning (will or trust), their heirs would be able to inherit outright if they are over the age of majority – age 18. But, most agree that ...

      Read More