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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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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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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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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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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We ended our 2020 blogging on a more somber note. Seemed appropriate. Coincidently, this week’s blog falls on the Epiphany. I can’t think of a better way to start the new year than taking a moment to consider our blessings and good fortune.
Whether you are a believer in...
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Happy New Year to all! This is the last blog of the year and hoping you all have had a joyous holiday season and wishing you a delightful New Year! Did you know that more people die on New Year’s Day than any other time of the year? Sorry, one of...
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I have previously blogged and responded to Frequently Asked Questions about the need to periodically review your estate (FAQ: I Already Have an Estate Plan, so I am Good, Right?) and business plans (Blog: December 25, 2019, End of Year Checklist For Your Business.). So, what would be more appropriate...
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It’s been my experience that estate Beneficiaries can be a little too passive. When a loved one passes, likely a family member or close friend has been named the Personal Representative of the Estate, and/or Trustee of the Family Trust. That person is likely grieving as well. Maybe they have no idea...
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The Heggstad Petition. Otherwise know as the “I forgot to fund my Trust Petition.” If you have an estate plan that includes a Trust, hopefully you know what I am talking about. If not. This article is for you. If you don’t yet have an estate plan, this might be a good...
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