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Articles about California Trust Attorney (0-50 of 166)
- California Estate Planning Attorney Offers Exam To Determine Your Fiscal Fitness
By: Kevin Von Tungeln | - Now is a good time to assess your fiscal fitness as you near the year-end tax planning season. Many people like to review their tax situation, including their estate plans, at the end of the year while there is still time to make changes to lower their tax burden for the current year.
After you have reviewed these questions, please consult with your California estate planning attorney if you answered "no" to any of them.
1. Do you have a valid estate plan, signed a ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains Providing For Disabled Children In Your Estate Plan
By: Kevin Von Tungeln | - No one really likes to create a California estate plan, since it reminds us of our own mortality. But parents of disabled children should consult a certified estate planning specialist to create a California estate plan that will provide for their disabled children after their death.
Some of the estate planning issues your California estate planning attorney will discuss may include: Who will care for your child? Where will the child live? Who will manage your child's financial a ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Offers A Primer On Basic Estate Planning Tools
By: Kevin Von Tungeln | - There a great number of estate planning tools available to California estate planning attorneys and their clients. Much of the expertise of a certified estate planning specialist is in knowing which tool to use in an estate plan. An estate plan can be as easy as drafting a simple will, or as complex as setting up a trust with asset protection features. This article will offer a brief sketch of four of the most popular estate planning instruments - wills, living trusts, durable powers of attorn ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Offers Caution On Transferring Funds From An Ira To A Trust
By: Kevin Von Tungeln | - Be careful with your California estate plan if an estate planning "expert" is advising you to transfer IRA funds to a trust. That estate planning technique could trigger a large tax bill that is due immediately if the trust is not set up properly.
A better estate planning option would be to consult a certified estate planning specialist and name a properly prepared trust as the beneficiary of your IRA. The advantages of creating a trust to receive IRA funds are many. For exampl ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- Estate Planning Attorney Explains How Parents Can Help Their Adult Children Purchase A First Home
By: Kevin Von Tungeln | - Parents and grandparents with California estate plans have a unique opportunity between now and November 30, 2009 to use assets from their estate to help their adult children purchase a first home with little or no tax consequences to either them or their children or grandchildren.
Careful consultation with your California estate planning attorney is crucial to ensuring that the transaction does not trigger additional federal or state taxes or imperil the meticulous estate plannin ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains Different Powers Of Attorney Available In California
By: Kevin Von Tungeln | - There are a number of Power of Attorney options available to California estate planning attorneys, and each one should be considered as part of any California estate plan. This article will provide a thumbnail sketch of each of the power of attorney types. You should consult with your estate planning attorney before including any of them in your estate plan.
A General Power of Attorney designates a person to handle the business, financial and legal affairs of another person, eith ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- Is Your California Estate In Order? You May Need A California Trust Attorney
By: Gil Maguire | - In some cases, estate planning is something that can be done on your own. There are even computer programs now that can guide you in preparing your estate. You must carefully consider if this is the smartest option. In most cases, you will want to seek the advice of a professional a lawyer. For example, a knowledgeable California Trust Attorney would be extremely important so they can guide you in the intricacy of California estate law. There will always be little things that you really ...
Tags: California Trust Attorney, California Divorce Law, Californi
- Estate Planning For Orange County And California
By: Peter Gitundu | - While there are misconceptions in many quarters that estate planning relates only to management of properties after death, reality is otherwise. It involves management planning not only after death but also during the lifetime.
Considering estate planning as the planning of properties after demise of the owner is only partly correct. Similarly, viewing such planning as the tool facilitating tax exemption, may also be only partly true. Encompassing much more than all these within it ...
Tags: estate planning attorney
- California Estate Planning Attorney Explains Pending Estate Tax Legislation Before Congress
By: Kevin Von Tungeln | - Changes to several tax laws that affect estate plans are being considered in Congress this fall. Many California estate plans may be affected by the proposed changes to the estate tax rate, a proposed exemption for production farmland, and changes to the rules for Grantor Retained Annuity Trusts.
The 2001 tax law signed by then-President Bush set the 2010 estate tax rate at 0 percent, but allowed it to revert the next year to the previous 55 percent rate that was in effect in 2 ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- Estate Planning Attorney Explains How To Leave A Vacation Property To Heirs Without Starting A Fight
By: Kevin Von Tungeln | - Many California estate plans contain second homes, cabins or vacation property that parents want to leave to children. How your estate planning attorney constructs that bequest can lead to many more years of happy memories, or an intra-family squabble that destroys the memories that were made there.
A vacation home trust is an estate planning device your certified estate planning specialist can insert into your estate plan to prevent many of the issues that may surface after you ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains When To Review Estate Planning Documents
By: Kevin Von Tungeln | - Your California estate plan doesn't have a shelf life, like perishable foods do. But neither is it like the survivalist rations made so popular during the Y2K scare. An estate plan requires periodic maintenance, and your estate planning attorney can help you with a schedule based on your life situation.
As a basic rule, you should consult with your estate planning attorney at least every three to five years, barring any significant life changes. Your estate planning attorney w ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- Effective Cure For Ignorance Of Law
By: Peter Gitundu | - Many a time's even well prepared estate planning processes might not be as beneficial as some of their viable alternatives. Benefits of correct advice on estate planning are immense.
Clients looking for planning and managing their estates often consult the Estate Planning Attorney for such objectives. Coming across failure in achievement of the objective would never be the nicest of the feelings for any client. Yet such things do happen and when they happen they take their toll fro ...
Tags: Estate Planning Attorney
- Estate Planning "€" Complicacies Of Trust
By: Peter Gitundu | - Making a living trust involves important paper works. Sometimes it could be new deed and at others special languages that is acceptable by the court of law. Addressing complicacies of document setting and addressing its tediousness is the challenge before the estate planning attorney.
Despite the multiplication in numerical numbers of the estate panning attorney today everyone is not equally appreciated in the client circle or in the industry. Reasons for such situation is that man ...
Tags: trust planning attorney
- Estate Planning "€" Living Trust And Will
By: Peter Gitundu | - Many people wishing to prepare a comprehensive estate planning have the doubts about living trust and will. Even when such persons create living trust, the will would be indispensable part of good estate planning.
Will living trust dispense with the requirements of a will? That is one of the questions that plague the mind of most of the people who are trying to prepare a comprehensive estate planning . Will as such is indispensable as it provides essential back up for the property ...
Tags: trust planning attorney
- Several Reasons For A California Probate Attorney
By: thomas woods | - Unfortunately, the law isn't waiting for anyone, and the deceased person's estate needs to be settled timely. The Last Will and Testament of the deceased defines the person or people that will be responsible for the estate settlement.
The person named in the Last Will to conclude the process is called the estate's executor. Los Angeles probate court appoints the executor as the personal estate's delegate through the process. And when you abide in California, hiring a properly qualif ...
Tags: california small estate affidavit.
Social Web Results   California Estate Planning Attorney Explains How Inheritances Are Distributed From Estates Shared By: ThoughtSearch - If your loved one's estate plan was skillfully drafted by an estate planning attorney and utilizes trusts and other vehicles that keep the estate plan...
- California Brain Damage Lawyers & Attorneys
By: Adam Dombchik | - The brain is our most vital organ. Destruction or degeneration of brain cells through an accident can seriously affect brain functions, bringing your life to a complete standstill.
If you or a loved one has been the victim of an accident that has resulted in a significant head injury, you need to act as quickly as you can to make sure your rights are protected. In addition to contacting a medical professional to start immediate treatment, you should consider whether or not you have ...
Tags: Personal Injury Lawyer, Los Angeles Personal Injury Attorney, Personal Injury Attorneys Los Angeles
- California Estate Planning Attorney Explains Business Owner Estate Plans May Have Blind Spots
By: Kevin Von Tungeln | - Many California business owners have a plan for their children and grandchildren to continue to own and operate the business after their death. But a surprisingly small number of them have provisions in their California estate plans to allow for a smooth transfer of the business and protect its assets from lawsuits and judgments.
Handing down a family business isn't just a matter of titles. An effective succession plan needs to be integrated into an estate plan. That is where a ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains How Inheritances Are Distributed From Estates
By: Kevin Von Tungeln | - Receiving an inheritance can release conflicting sets of emotions. We are saddened by the loss of a loved one, grateful for being included in his or her estate plan, and hopeful about the money we will be receiving and how we will use it.
But the path to riches isn't always smooth. Depending on the type of estate planning your loved one used, and the type of asset, you may have your inheritance within a few weeks, or a few years.
If your loved one's estate plan wa ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Asks If A Trust Appropriate For The Care Of Children
By: Kevin Von Tungeln | - Most of us have heard stories of "trust fund kids" who receive an inheritance and proceed to live a lavish lifestyle until the money is one. In almost all cases, that was not the intent of the person who provided the trust fund as part of his or her estate plan.
Trusts aren't just for the estate plans of the wealthy. A good estate planning attorney will consider a trust for clients of more modest means when it fits well into an estate plan. Trusts can be used for a variety of o ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains How To Manage A Virtual Life After Death
By: Kevin Von Tungeln | - Many individuals lead active, virtual lives. They are on gaming sites, social networking sites, have online financial capability, write blogs, manage personal websites and are active on online auction sites. What impact can these activities have on their estate plan? It depends on how familiar the executor and heirs are with the online activity, and the content that may be contained on the sites.
A typical consultation with an estate planning attorney will include an inventory ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains How A Qualified Disclaimer Can Keep The Irs At Bay
By: Kevin Von Tungeln | - One little-known estate planning tool is called a qualified disclaimer, in which the beneficiary of an estate can renounce his/her part of an inheritance and pass it along to his/her heirs, who may be in a better position to utilize the inheritance.
This is done for many reasons. It can be utilized by estate planning attorneys to allow individuals and couples to refuse an inheritance and pass it along to their own heirs, as though they predeceased the person granting the inherita ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains Why Federal Estate Tax Law Changes Should Be Monitored
By: Kevin Von Tungeln | - President Obama has proposed changes to estate tax law that will affect many California estate plans in 2010 and beyond. The estate tax is scheduled to drop to zero percent in 2010 and return to 55 percent in 2011. President Obama's 2010 budget proposal calls for keeping the estate tax at 45 percent on estates valued at $3.5 million or higher.
Estate planning attorneys have been struggling with how to create estate plans that took advantage of the Bush-era estate tax cuts that ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Suggests A Family Limited Partnership To Protect Your Assets
By: Kevin Von Tungeln | - Families drafting or amending a California estate plan should discuss the asset protection benefits of a Family Limited Partnership with their estate planning attorney. A properly designed family limited partnership, drafted by a certified estate planning specialist, can protect assets and reduce estate tax and gift tax liability. It can be a vital part of your estate plan for reducing estate taxes and transferring wealth to your children and grandchildren, but it is not a do-it-yourself proje ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Offers Tips On Being A Successful Successor Trustee
By: Kevin Von Tungeln | - If you have been named as a successor trustee of a relative's trust, you have several obligations and job duties to ensure that the estate plan of the trust grantor remains intact. This is something that most individuals are not prepared to handle themselves, and will need expert advice to properly manage this vital part of their relative's estate plan.
At a minimum, you should have an estate planning attorney and an accountant familiar with estate planning as part of your team. ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- How To Face An Impending Divorce
By: Art Gib | - So, they say that breaking up is hard to do. But what about when it's a divorce--when it's with someone that you have committed yourself to legally, emotionally, and physically? When it's with someone that has shared your joys, laughter, tears, and pain? Someone who has fathered or mothered your children?
It feels like life will be over if you and your spouse split--and in some senses, it will be. Or rather, the life you know right now will be over and done. But in many impending ...
Tags: California child custody, California child support, California divorce attorney, Orange child suppor
- Why Your Living Trust Is Safe In Economic Turmoil (part 1)
By: Kevin Von Tungeln | - The Emergency Economic Stabilization Act of 2008 (EESA '08) is a law recently passed by Congress attempting to alleviate the enormous financial crisis that is not only affecting our country but also affecting the rest of the world.
The intent of the legislation was to buy up struggling assets to restore consumer and investor confidence, in an attempt to breathe life into the failing mortgage and housing sectors, both key components of the United States' economic strength.
...
Tags: FDIC, living trust, revocable trust, estate planning
- Why You Should Consider Creating A Living Trust
By: Kevin Von Tungeln | - Very few things in life are certain, especially relating to money and wealth. If you are one of the millions of Americans who has worked hard to build your estate and create a foundation of wealth for your family, you understand the fragile nature, especially in light of the recent economic downturn in our country and around the world.
That is why there is no better time than now to create a living trust. If you have planned meticulously, working hard to ensure financial security ...
Tags: FDIC, living trust, revocable trust, estate planning
- The Most Common Mistakes People Make In Estate Planning
By: Kevin Von Tungeln | - How well versed are you in your estate planning options? Even more importantly, can you be assured that your family will be taken care of when you are no longer able to do so?
A qualified estate planning attorney can be an invaluable asset to you and your family, whether your personal wealth is small or extensive. In truth, any amount of personal wealth is at risk if you do not have an estate plan.
In most cases, if you pass away without the protection of an es ...
Tags: estate planning, trust, attorney
- What An Estate Planning Attorney Can Do For You (part 3)
By: Kevin Von Tungeln | - A specialist in estate planning brings experience and expertise to the table. But what many people fail to realize is that with this level of experience and know-how also brings with it many unforeseen benefits. For example, and as mentioned previously, the landscape of estate and tax law can be difficult to navigate. New federal mandates and complicated tax laws make passing your assets to your loved ones a sometimes difficult and costly process.
An estate planning attorney u ...
Tags: estate planning, attorney
- How To Match Your Needs To An Estate Planning Attorney's Expertise
By: Kevin Von Tungeln | - Check the phone directory in any metropolitan area, and you are likely to find hundreds - if not thousands - of estate planning attorneys who are seeking clients.
Couple this with the growing economic and financial instability facing our world markets, and ultimately our investments, and what you have is a recipe for utter confusion for anyone seeking the right strategy of wealth management and estate planning options to best suit theirs and their family's needs. Estate plannin ...
Tags: estate planning, trust, attorney
- What An Estate Planning Attorney Can Do For You (part 1)
By: Kevin Von Tungeln | - We've all been there - wondering about our future, our children's futures, and how we can best take care of those we love. The uncertainty of what tomorrow holds can lead many of us to ignore the nagging question of preparation. In truth, those who feel like they are most prepared are the ones who fear the future less. In this case, preparation is the key to acceptance of the inevitability of our lives. You've most likely begun the most important part of being prepared for an uncertain futur ...
Tags: estate planning, preparation, attorney
- What An Estate Planning Attorney Can Do For You (part 2)
By: Kevin Von Tungeln | - In part one of this series, we discussed the importance of both saving and legally protecting your assets, especially in the face of economic uncertainty. Making the decision to plan for the future of your estate is not only responsible - it is essential.
Seeking the advice and services of a highly qualified estate planning attorney is the first step you should take in securing your estate. Due to the constantly changing landscape of estate and tax law, it is important that you ...
Tags: estate planning, generalist, attorney
- Pet Trusts: Instructions To Include In A Pet Trust
By: Kevin Von Tungeln | - If the purpose of drawing up a pet trust is to provide specific instructions for the care and well-being of your pet in the event of your death or disability, it is important to consider the various categories you will need to address within that trust. In a statutory pet trust, the owner is given free reign to leave exact instructions for the beneficiary or caregiver, and these instructions can include anything from the type of food to feed the animal to the number of hours each day he or she ...
Tags: pet trusts, estate planning, will, estate, trust, pet owner, pet trust, California, pet trust law, a
- Pet Trusts: What Is A Pet Trust?
By: Kevin Von Tungeln | - You've included provisions in your will for your children, and you know that the estate or trust that you're leaving behind will continue to provide for them after you are gone. But have you considered who will provide for your loving animal companion?
Traditionally, parents have made provisions for the long-term care of their children through careful estate planning and trusts. Recently, there has also been a growing trend towards creating trusts to benefit and protect the inte ...
Tags: estate planning, will, estate, trust, pet owner, pet trust, California, pet trust law, animal attorn
- No Contest Clauses In Wills - Recent California Legislation Makes Changes (part I)
By: Kevin Von Tungeln | - California Government Code 8280-8298 requires that the California Law Revision Commission uphold the responsibility to continually review the effectiveness and fairness of California's law. From time to time, the Commission will review laws and suggest changes to more adequately and adeptly respond to the needs of California's citizens. This is to ensure that California's legislation is applicable and timely, and takes into consideration changes which will inevitably occur in the American legal ...
Tags: no contest clause, will, estate planning, estate law, estate attorney, estate lawyer, dispute will,
- 11 Alternatives To Foreclosure In California
By: Michael Rooney | - When you are a homeowner facing default, it is tempting to do nothing and hope the trouble goes away. However unrealistic this option sounds, sometimes its the easiest to deal with emotionally. But in California, and other trust sale states, it is absolutely your worst option. So, below are some alternative avenues to pursue when it looks like you can no longer afford to meet your monthly mortgage obligation.
1. REINSTATE THE LOAN (AKA "PAY IT")
The first and best optio ...
Tags: California foreclosure, avoid foreclosure, foreclosure options, trustee sale prevention, stop trustee sale, california trustee sale
- Newport Beach Estate Planning Attorney's Top Ten Mistakes In Making A Will
By: R. Sebastian Gibson | - No matter where you live, whether it is in San Diego, CA cities such as La Jolla, Del Mar, Cardiff, Solana Beach, Carlsbad or San Marcos, or areas such as Newport Beach, Huntington Beach, Laguna Beach, Irvine, Anaheim Hills, Yorba Linda or Corona del Mar in Orange County, California, whether you live in Rancho Cucamonga or Ontario in the Inland Empire, or even if you spend your time in Palm Springs, Palm Desert, Rancho Mirage, or La Quinta in the Coachella Valley, wills are a way for individuals ...
Tags: wills, estate, planning, attorney, lawyer, top, ten, mistake
- Pet Trusts: When To Create A Pet Trust
By: Kevin Von Tungeln | - Once you have decided that a pet trust is the best option to ensure the long-term care of your pet in the event of your death or disability, the next question to consider is when to actually create the trust. You are given two options for creating a legally enforceable pet trust in California: (1) while you are still alive, or (2) following your death via provisions in a will.
There are pros and cons to each option, and you should always consult a qualified California pet trust ...
Tags: pet trusts, estate planning, will, estate, trust, pet owner, pet trust, California, pet trust law, a
- California Estate Planning & Living Trust, Elder Abuse Attorneys
By: Valencia | - The Law Firm Cunningham and Associates is an organization of qualified professionals who provide the highest quality legal services and utilize not only traditional and aged methods, but also incorporate the latest trends in light of the most recent changes in the law.
We provide services in the following areas:
Estate Planning;
Elder Law;
Litigation;
Medi-cal Planning.
So depending on what kind of assistance you want to get you may consu ...
Tags: California estate planning attorney, elder abuse attorney California, living trust attorney California, probate attorney California
- The Camarillo Law Firm Cunningham & Associates
By: Valencia | - Sometimes they say that with doctors and lawyers we would like to meet more seldom, however, we should not forget a wisdom: "Who is warned, he is armed!"
So, if you need help, we will try to exert all our efforts, knowledge and experience to protect your interests and legitimate rights.
Very often it is rather difficult to choose the office, which employs highly qualified lawyers who are really capable to solve your problem quickly and correctly. Moreover, the choice is so great, ...
Tags: California estate planning attorney, elder abuse attorney California, living trust attorney California, estate planning attorney California, probate a
- Cunningham & Associates "€" Attorneys At Law
By: Valencia | - It renders services in the following areas:
Estate Planning. We will help you to plan in advance the distribution of your wealth. Consult California living trust attorney and choose the most suitable variant which will correspond to you and to the needs of your family.
Elder Law. This is a special branch of law which is focused on the specific needs of elders. California elder abuse attorney will help older people to protect their rights, to prevent their exploitation, abus ...
Tags: law firm, legal services, living trust attorney, elder abuse attorney, probate attorney, will contest, trust dispute, legal consultation
- Robert Salinsky: Los Angeles Personal Injury Attorney Expert
By: Vikram Kumar | - Accidents in California can happen anytime. No one is exempted from the possibility of being a victim of personal injuries caused by accidents. When you become a victim of personal injury, you will suffer more than just physical injury. There are several more implications. This includes inability to work thus loss of income. This also means emotional distress, loneliness, and possible anger. The suffering may also include negative psychological effect such as fears and isolation to places where ...
Tags: Los Angeles DUI Lawyer, Los Angeles DUI Attorney, Los Angeles Personal Injury Attorney,
- Finding The Best Estate Planning Attorney For Your Family
By: Kris | - Finding a good estate-planning attorney is vital for the success of your estate plan. The best attorney would not be one who is just aware of the legal provisions related to how your estate would be transferred in the manner and to whom you want it to got to. He must possess other qualities also. First of all, he must be a team player. This is because crafting a proper estate plan is not the work of a single individual, but is the result of co-ordinated inputs by a team of accounting, taxation, ...
Tags: Sacramento CPA Firm, California Tax Help
- Facing Mesothelioma Without A California Mesothelioma Attorney
By: Nick Johnson | - The diagnosis of Mesothelioma will leave a victim in California in a state of perpetual challenges. Mesothelioma is a gravely difficult disease to contend with, and there are numerous issues which will unfortunately arise along the way. The absolute best chance a California mesothelioma victim has at minimizing stress and discouragement is finding the best Mesothelioma team available. This includes Mesothelioma doctors and a top notch California mesothelioma lawyer.
Finding the be ...
Tags: mesothelioma attorney, houston, paxil lawyer, texas, nursing home abuse, america, personal injury law firm, beaumont, auto accident settlement, dallas
- New Tips About Filing A Mesothelioma Lawsuit In California
By: Nick Johnson | - Filing a California mesothelioma lawsuit is a reasonable response to being diagnosed with Mesothelioma as it is common knowledge that this disease is only caused by asbestos exposure. However, there are a few things that Mesothelioma victims should be aware of prior to attempting to file a California mesothelioma lawsuit. A qualified Mesothelioma lawyer can help walk a suffering victim through the process.
A Mesothelioma lawsuit can be filed after diagnosis or a wrongful death law ...
Tags: mesothelioma attorney, houston, paxil lawyer, texas, nursing home abuse, america, personal injury law firm, beaumont, auto accident settlement, dallas
- Guide To How California Real Estate Fees Are Typically Divided
By: Terry Parker | - Every real estate transaction involves numerous fees and can be very confusing to both buyers and sellers. It is very important that the buyer and seller both understand which fees they will be expected to pay. California real estate transactions involve many fees and payment is typically divided differently between the buyer and seller depending on which area in California the property is located. The list of fees can be quite lengthy and may include escrow, title, insurance, deed, notary, ...
Tags: real estate fees, mortgage, california
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