President Biden’s First One Hundred Days: Looking Back and Planning Ahead
With these issues at the top of Biden’s priority list, it may appear that no real changes are coming down the pipeline that are directly related to the estate plans of most Americans of average means.
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The Pros and Cons of Powers of Appointments
Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf while you are still living), a power of appointment can be an incredibly useful tool if used properly and knowledgeably.
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Your help is needed to delay Prop 19, also: A review of Trust Protectors
Your help is needed to repeal and temporarily delay Prop 19. I wrote the CA senator last December and she is taking action!
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Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
A detailed inventory of all of your accounts and property is crucial for helping your loved ones manage your legal and financial affairs effectively
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Prop 19 Update – and Is Your Estate Plan Incapacity Proof?
Newly passed Proposition 19 significantly limits a child’s right to inherit the property while keeping your low property tax.
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Election Update: Prop 19 and Planning under the Biden Administration
Although we await the official certification of the election by each state, an official concession by President Trump, and the outcome of several pending lawsuits–which could take us into December or even January–the 2020 election and its aftermath promise significant changes in how Americans will be taxed.
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Protecting Your Significant Other’s Future
October is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning.
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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor. Such conversations often leave people shaking their heads, asking what the world is coming to, and feeling vulnerable and frustrated.
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Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
COVID-19 has deeply impacted the economy, leaving estate planning strategies much more attractive and feasible based on the current low interest rate environment.
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