New IRS Regulation Allows 5 Years to Elect Portability
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.
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estate planning
How To Choose An Estate Planning Attorney
An estate planning attorney will create a plan that eliminates stress and serves your needs. This guide will help you choose an estate planning...
10 Common Estate Planning Mistakes to Avoid
Knowing what to watch out for will help you avoid the most common estate planning mistakes. Understanding common Estate Planning mistakes can help...
What Does an Estate Planning Attorney Do?
An estate planning attorney is a licensed legal professional that thoroughly understands the state and federal laws that govern the assessment,...
What Is A Lifetime Asset Protection Trust?
Many of our clients choose to add what we call “lifetime protection trusts” to their revocable living trust to better protect their children’s...
What are The Different Types of Wills?
A will is the document that names your beneficiaries, the ones who will get your assets when you pass away and your executor, the person you want to...
Estate Planning for Blended Families
Blended family estate planning presents challenges, and one size fits all estate plans may not work. An experienced estate planning attorney will...
Get a Durable Power of Attorney to Avoid Conservatorship
A durable power of attorney is a document that gives the person you name the authority over your assets, like bank accounts and real property, if you...
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you.
What are Revocable Living Trusts and How Do They Work?
A revocable living trust is basically a contract with yourself. Your living trust is revocable, which means you can amend it or change it whenever...