There are some decisions we all have to make in our lives that aren’t easy to make. Just because they’re difficult to make, it doesn’t mean we should ignore them or put them off. One such decision is estate planning. It is essential to build a financial plan and estate...
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Prevent Financial and Legal Grief for Loved Ones with Estate Planning
It’s 2021, and people still think that estate planning is only for the wealthy. This mindset makes them skip an essential step that can make things easier and better for their beloved heirs and family members. Not reaching out to a California or Hawaii lawyer for some simple estate planning documents, like...
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5 Tips from An Estate Planning Attorney for a Low-Risk Estate Planning
With the pandemic bringing stories of loss of life and finances, estate planning has become crucial for everyone to ensure a secure financial future. In most cases and in general, a will works well for smaller families with fewer assets and property who have more straightforward inheritance objectives. However, it...
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The Significance Of Legacy Planning
The unanticipated threat caused by COVID-19, which is still far from ending, has questioned our mortality and made us realize that anything can happen anytime. So, we must be prepared for the unexpected.
How to Prepare for the Unexpected
The preparation should involve a successful transfer of...
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Avoiding Future Troubles with a Timely Review of Your Legacy Plan
Having a legacy plan is more a need than a choice, and most people already have that. But what if we say that’s not enough?
Does that leave you in shock? If yes, this blog is for you. This blog covers everything that starts after you’re done...
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Do Not Allow These Misconceptions To Stop You From Planning For Your Legacy
We all have heard about estate planning. In simple terms, it is about making plans in advance in the name of people or entities that you want to be the rightful owner of your money and assets after you pass away. Estate planning is also known as legacy planning. However, the latter...
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When Do You Need a Business Law Attorney in Menlo Park for Your Small Business
Many small businesses, be those startups or established, have questions about working with a Menlo Park business law attorney from the start. Many small business owners hesitate to get legal help because of the common misconception that lawyers charge a lot for their services. As a result, they hire an...
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Will I Be Taxed When I Place My Home in My Trust?
This is such a common question from clients, I really need to add to my Frequently Asked Question’s page. There are many tax issues involved in transferring title to real property: transfer tax, capital gains tax, property tax, etc… Whether in California or Hawai’i, changing title of your...
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You Placed Your Business’ Interests in a Trust and Created a Fiduciary Conflict, Why Didn’t Anyone Tell Me!?!
This is another one of my favorite type of blog articles; where I get to point out the benefits of hiring an estate planning attorney who also actively practices business law and litigation. And lucky you, if you don’t need this expertise, I won’t charge you more.
Frequently, one...
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When Should I Start Estate Planning?
I recently came across an article by one of the major web based legal services companies opining, (excuse me, wrong word: See November 27, 2019 Blog: “The Pitfalls of DItY Legal Information Websites”) “commenting” on how you should consider your estate planning needs based upon your age. And I thought, “wow,...
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