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The 2021 Federal Estate Exemption is $11.7 million dollars for individuals and $23.4 million dollars for married couples. The exemption amount is a result of
Similar to a Financial Power of Attorney, a Medical Power of Attorney, sometimes referred to as an Advanced Health Care Directive, allows a person (“principal”)
A Financial Power of Attorney, sometimes referred to as a Durable Power of Attorney, is another critical piece of a well-structured estate plan. The Financial
A pour-over will accompanies a revocable living trust in a well-crafted estate planning portfolio. The purpose of a pour-over will is to “catch” assets that
Probate is a lengthy and expensive process that is governed by the California Probate Code, involving Court oversight of the distribution of a decedent’s estate.
In the field of estate planning, we’ve witnessed a shift in the way many of our client’s plan. Daily uncertainties remind us that it is
A Grantor Retained Annuity Trust (“GRAT”) is an irrevocable trust that is used to allow an individual to pass highly appreciating assets to his or
What is a Power of Attorney? Financial and Medical Powers of Attorney are important estate planning documents that allow a person (the “principal”), to name
In recent years, clients have approached us with questions about how to prepare their estate plan and benefit from tax-saving tools. One of these tools
It is that time of the year again. Congratulations to our graduating class of 2021! Completing high school this past year has been no easy
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