You may think you’re too poor or too young to consider having an estate plan, but you’re not. These are a few of the assumptions many people in Los Angeles make when they think about wills and trusts, health directives and estate planning strategies. Regardless if you have assets or not, a will is valuable […]

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Legal experts say some people are so paralyzed by unknown changes in gift and estate tax laws that they are placing estate planning on hold. Many California experts believe not drafting estate planning documents, because estate tax exemptions and rates are uncertain, is a mistake. Wills and trusts can be designed to be flexible enough to […]

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If you don’t have an estate plan, you aren’t alone. Many Californians die before drafting wills, creating confusion among heirs and leaving asset distribution to probate judges. Even individuals who have estate plans can wreak havoc among beneficiaries, if the plans are not updated regularly. Wills and trusts preserve assets and shield them from over taxation. […]

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One of the most challenging factors in estate planning can be preserving your assets for heirs and beneficiaries. When wills and trusts are not set up properly, monitored and changed appropriately, assets that were meant for loved ones can turn into unintentional government tax revenue. Estate planners have been urging clients with sizeable assets to pay special […]

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Teenagers typically do not think about medical directives, guardianships and estate planning. Most California teens and many parents don’t realize or recognize that, once a child reaches 18, some health care and financial options are lost. The moment a teen becomes a legal adult, the doors to the child’s health care information close. Doctors do not […]

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Planning for our deaths is not high on the priority ladder for most Los Angeles residents. However, as we get older, we begin to come to terms with the inevitable — our mortality. What more, as parents, it isn’t always a pleasant topic of conversation to have with our children. Recently, an article covered some […]

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