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Did you know that the Internal Revenue Service loves Valentine’s Day, too? It’s true! This is evidenced by sections 2056 and 2523 of the Internal
You may have already taken the important steps to organize your estate plan and establish a revocable living trust, but are you sure that all
Thinking about how to start off the New Year responsibly? Take control of your personal affairs by completing your estate planning. The past two years
Many people are unaware that a holiday gift splurge may actually be even more expensive than originally anticipated. The Internal Revenue Code imposes up to
The death of a loved one is a difficult time. The administration of the Estate of the person can make the death that much more
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.
