Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where it burst into flames. After being pulled from the wreckage, the Emmy Award-winning actress was hospitalized in critical condition,...
President Biden’s Student Debt Relief Plan Explained With FAQs
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income families deal with the increasingly burdensome cost of paying for college, while also making the student loan...
Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
Protecting Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a...
What Your Last Will & Testament Will (And Will Not) Do – Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
What Your Last Will & Testament Will (And Will Not) Do – Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
Updating Your Estate Plan For Divorce: 5 Changes To Make
Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it's too late. After all, dealing with yet another lawyer is...
How Do You Declare Someone Incapacitated?
Do you know what it means for a court to declare someone incapacitated? In a perfect world, everyone would live a long, healthy life. But we know that's not always the case. Unforeseen circumstances can change a person's journey in an instant. If they can't think...
How Estate Planning Can Reduce The High Cost Of Dying – Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census...
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that...