WILLS AND TRUSTS AND INTESTATE SUCCESSION. OH MY!

March 21, 2018

Have you wondered whether you have the right estate planning documents in place? Should you have a will or a trust? Do you need an estate plan at all?

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WHAT HAPPENS TO YOUR ONLINE ACCOUNTS WHEN YOU DIE?

February 14, 2018

So much of our life is spent online. We access our bank accounts, send emails, connect with friends, store family photos, and spend hours on social media. Have you considered what happens to these online accounts when you’re gone? Who will have access to your email? Will your family be able to post on your Facebook page?

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THE HEALTHY ESTATE

January 17, 2018

At the time of this writing President Trump’s proposed tax plan is still uncertain. Along with tax reform, the proposal calls for a complete elimination of the estate tax in 2023 and an increased estate tax exclusion amount beginning January 1, 2018, through 2023. There is also a proposal to eliminate the generation-skipping transfer tax.

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ARE YOU ORGANIZED FOR THE NEW YEAR?

December 30, 2017

The most common phrase I hear is, “I need to do estate planning. I just haven’t gotten around to it.” Whether you are creating your estate plan for the first time or your current plan needs a review, you now have a round “TUIT.” With the end of the year upon us, this is the right time to get organized for 2018.

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ESTATE PLANNING ‘HOW-TO’ FOR YOUR DIGITAL ASSETS

July 31, 2017

There is no federal law regulating access to digital properties as of now: however, many states have established estate planning laws or legislation for protecting the digital assets of people when they die. In California, the law named “the Uniform Fiduciary Access to Digital Assets Act” is active since January 1st, 2017.

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ESTATE PLANNING TIPS FOR YOUR PETS

July 19, 2017

Worried about who will take care of your beloved pets when you‘re not around? Make a pet estate plan to ensure a good life for your pets as you would do for your own children.

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5 GREAT TRAITS OF AN ESTATE PLANNING ATTORNEY

June 27, 2017

An estate planning attorney must have several positive attributes. For many people, their estate is relatively simple with the majority of their assets going to family members. If you have a large estate, the complexities may make it more difficult to plan effectively on your own.

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ESTATE PLANNING FOR SINGLES: ISSUES AND ESSENTIALS

June 6, 2017

These days nearly half of all Americans are single. If you are single and must deal with estate planning, it’s important to meet with a professional and consider the following points.

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5 Things to Consider While Creating a Will in California

May 29, 2017

The reason a last Will and Testament is important is because it clarifies who takes possession of assets owned by a person after their death. Without a will, unresolved confusion and tension may occur within a family.

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