6 Reasons To Create An Advance Health Care Directive Regardless Of Your Age
An Advance Health Care Directive is a document which allows an individual to appoint one or more medical decision makers to assist should they ever …
When Is A Will Not Valid? Creating a Will to Avoid Mistakes and Invalidation
When is a will not valid? How do you create a fool-proof will? Many individuals create wills during their lifetime so they can control the …
Are Legal Fees for Estate Planning Tax Deductible?
The short answer is unfortunately no. Costs and fees associated with creating your estate plan are generally not tax deductible. However, the Internal Revenue Service …
Trust Administration Process
Creating a trust is one of the best ways to protect and preserve assets upon death. But a trust is not a self-sufficient document. Upon …
Estate Planning Checklist
It is never too early to begin planning for you future. Saving for retirement is a great example of an investment people make in themselves, …
How to Write a Will in California
Creating a will is the easiest way to ensure your assets are appropriately distributed to your loved ones. Residents of California are allowed to write …
The Biggest Mistake Parents Make When Setting Up A Trust Fund
Establishing a trust for your child is one of the most practical estate planning strategies. A trust has various benefits, including providing educational funds and …
Proposed Federal Estate Planning Changes: Trusts, Taxation, And Planning For Your Future
This week the House Ways and Means Committee (“the Committee”) released drafted legislation to increase certain taxes beginning in 2022. The increased taxation is meant …
When Does a Revocable Trust Become Irrevocable?
Creating a revocable trust is a cost-effective and often straightforward estate planning strategy with a range of benefits, including safeguarding assets and avoiding probate. However, …
