People often overlook critical steps when they are doing their estate planning. And those financial…
Category: ESTATE PLANNING
Start A Foundation Before Year’s End
While it was once time consuming and complex to start a private foundation, it’s simpler…
Super-Rich Americans Paid 97% More Estate Tax During Pandemic
US estate tax collections in 2021 hit their highest levels since former President Donald Trump’s…
Lottery Winner Hides $30M Jackpot From Wife And Child
A man in southern China is keeping his 219 million yuan ($29.9 million) lottery jackpot…
Common Mistakes in Estate Planning – Part V
Creating an Estate Plan that includes a Revocable Trust, pour-over Will, Property Power of Attorney, Health…
How Do I Avoid Medicaid Estate Recovery in Connecticut?
A lot of people have questions about Medicaid estate recovery in Connecticut, and we are going…
When IRA Planning Is A Family Affair
There’s almost always a reckoning when the government offers a tax break. And so it…
What Is Legacy Planning? | Los Angeles Estate Planning Attorney
You likely understand the need for comprehensive Estate Planning and the importance it plays in your…
Checklist Season!
While fall brings cooler air, back-to-school routines, and the smell of pumpkin-spice lattes for most people,…
What Can Good Estate Planning Do for You? (Part 2)
In our last post, we shared some of the things that good estate planning can do…