Blog

Sept. 20, 2023

Estate planning involves a wide range of documents and legal preparation to make sure your wishes are carried out and your assets are allocated accordingly to care for your loved ones in your absence.

Aug. 11, 2023

When you’ve spent your entire working life building up a retirement account, you may have questions about what will happen to it when you pass away. Who gets it when you’re gone? Can you choose who gets what? Will it be easy for your loved ones to navigate the process? These are all important questions to answer.

July 10, 2023

Estate administration is often needed to settle a deceased loved one's estate and final affairs when they die. Generally, this often involves gathering estate assets, paying taxes and debts, and transferring the remaining assets and funds to rightful heirs and beneficiaries. However, depending on state and federal inheritance laws, inheritors may be asked to pay taxes on any assets, property, or money passed onto them by the decedent.

June 1, 2023

Establishing an estate plan allows you to preserve your assets, make adequate provisions for loved ones, and prepare for future uncertainties. In addition, you can leave specific instructions regarding how your property, legal, health, and financial matters should be managed using your estate plan.

April 26, 2023

In 2023, there is no federal estate tax (or “death” tax) unless a person’s assets exceed $12.92 million, which is doubled for a married couple to $25.84 million. The State of California has no estate tax or inheritance tax. The Internal Revenue Service (IRS) also allows $17,000 to be transferred as a gift without taxes annually.

April 7, 2023

Estate planning is a key part of planning for the future. However, many Americans don’t take it seriously. According to a recent study by the Caring website, two out of three Americans still don't have a will. Aside from setting up a typical last will and testament, individuals can set up something called a pour-over will. These types of documents can be effective in helping you and your family achieve peace of mind.

March 27, 2023

Going through a divorce is no easy task. Dealing with the legal ramifications of a separation can become overwhelming. That is why getting the right legal counsel helps people going through a divorce get their affairs in order.

Feb. 8, 2023

The rate of drug abuse among teenagers and young adults across the United States is an extremely alarming public health issue. As a result, many parents are worried about their children battling addiction and what happens after their demise.

Jan. 4, 2023

You did the right thing and created your will. You wanted to make sure you would not die intestate, leaving all the decisions about who benefits from your legacy up to the probate court.

Nov. 9, 2022

If your parent or spouse is in the early stages of cognitive impairment or has been diagnosed with dementia or another progressive disease, you will most likely face a number of tough decisions and serious considerations to make. In this situation, time is of the essence because the progression of dementia can be rapid and unpredictable.