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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.
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
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