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Articles about estate planning (0-50 of 3469)
- 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
- 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
- Estate Planning "€" Orange County Lawyer
By: Peter Gitundu | - There is devoted Orange County estate planning attorney available for planning estate management effectively. Searching on the informative and educative website can help people looking for lawyers in Orange County.
Many estate owners look for full time services for their estate planning instead of some stop gap attorney taking up the work for the time being. Finding such lawyer in Orange County becomes easier when you log on to some qualitative and educative website. Clients will f ...
Tags: estate planning attorney
- Estate Planning "€" The Key Areas To Be Dealt With
By: Peter Gitundu | - There is no dearth of people who either do not consider estate planning having major consequences or they fail to realize its basic ingredients. Key areas to be dealt with in estate planning have been clearly defined by the Financial Planning Standard Board.
Post retirement financial planning and clearing off outstanding financial debts are the major area that is taken care of with effective estate planning. In addition such planning could involve other contingent expenses like med ...
Tags: estate planning attorney
- Estate Planning Addresses Your 5 Basic Questions In Later Life
By: Shane Flait | - You may have heard about estate planning. Your estate is composed of everything you own or control - and that includes yourself. But what is the 'planning' really about and should you be concerned getting it done?
Later in life - perhaps during your retirement years - you decide that you should make provisions for both you and your estate. This article addresses 5 basic questions that encompass those provisions, the consequence of not answering them, and the urgency for doing so.
Tags: estate, planning, estate planning, long term care, tax, disability, medicaid, protection
- Devices For Answering Your 5 Estate Planning Questions
By: Shane Flait | - Estate planning arranges handling yourself and your assets when you become sufficiently disabled and when you die. In this article I suggest strategies to use in your response to the 5 key estate planning question.
The 5 key estate planning questions are:
1. Do you want 'a say' in how you should be cared for if you become mentally or physically incapacitated to the extent you can't give input?
2. Would you like to eliminate needless loss of some or all of y ...
Tags: estate, planning, will, trust, long term care, disability
- San Diego Estate Planning, Tomorrow Isn't Soon Enough
By: Thomas Fanelli | - If you are like most people, including me, San Diego estate planning is probably not high on your list of fun things to do with a free weekend. Enjoying the beach? Certainly! Driving up to Disneyland? Possibly! Putting together a will? Umm, I think I have other plans. Unfortunately, that laissez-faire attitude isn't exactly productive, and putting off your estate planning isn't doing anyone any real favors. You have worked hard for what you have, and you really should plot out a future for what ...
Tags: estate planning, prepare a will
- 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
- Estate Planning "€"protection Against Unforeseen Risks And Over Taxation
By: Peter Gitundu | - Unpredictable future is the way of life. Unforeseen risks lark in the wing taking the toll of victim's life and resources. Finding adequate protection against unforeseen risks is one of the tasks that could be achieved by perfecting estate planning.
Unpredictability of future is way of human life. One can hardly predict accurately what lies in store in the days to come though certain things could be anticipated. Unforeseen risks lark in the wing and when they arrive they take heavy ...
Tags: estate planning attorney
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- Estate Planning "€" Major Aspects Of Personal Finance Management
By: Peter Gitundu | - Appropriate estate planning can only be possible with proper appreciation of the major aspects involved in personal finance management process. Efficient estate planning attorney makes it a point realizing these aspects perfectly while making the plan.
Appropriate estate planning involves understanding various aspects of personal finance management well. Multiple aspects of such financial management are involved in the estate planning process. An efficient attorney therefore will a ...
Tags: estate planning attorney
- 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
- Family Business Succession Plan
By: Peter Gitundu | - Many large business houses have been facing the problems of succession issues. At the same time smaller enterprises are not immune from the syndrome either. Effective business succession plan is one of the most important aspects of estate planning at its best.
While chalking out their estate planning many estate owners forget taking care of one of the major aspects of it, the family business succession plan. Large commercial enterprises like Reliance and General Motors have already ...
Tags: Estate Planning Attorney
- Countering Future Conflict Prospects
By: Peter Gitundu | - When it comes to conflict between brothers, more often than not it is for the ownership of estates whether inherited or acquired. Any owner should therefore aim at effective estate planning preventing any such scope of future conflict among the heirs and successors in interests.
Inherent desire of every estate owner is to see that in case he or she passes away and are survived by multiple successors in interests in the line of inheritance that such inheritors enjoy the benefits of ...
Tags: efficient estate planning
- Estate Planning "€" Some Relevant Questions
By: Peter Gitundu | - Essence of estate planning is counseling by professional advisors that are familiar with the aims and objectives of such planning. Effective asset management is the core factor for such estate planning.
Process involving counseling by professional experts in the field making effective estate management possible is the essence of estate planning. Counselors those are conversant with your goals and familiar with your concerns could be the best persons to deal with such planning proce ...
Tags: estate planning a ttorney
- 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 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 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 Asks Should Your Estate Plan Treat All Heirs Equally Or Fairly?
By: Kevin Von Tungeln | - "Should I give each of my children the same amount in my estate plan, or can I give more to the ones who need it without creating strife?" That is the question many people are asking their California estate planning attorney when they set up estate planning meetings. The question is legitimate, and reflects a parental concern for the well-being of his or her children.
For years estate planning attorneys have advocated equal giving in an estate plan, because any other process is ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- California Estate Planning Attorney Explains How Poor Estate Planning Can Destroy A Family
By: Kevin Von Tungeln | - We have all heard the stories about the individuals who died without an estate plan and the state and federal taxes consumed most of their estate. What is less commonly heard are the stories of individuals who had an improperly designed or incomplete estate plan that created unnecessary strife among the beneficiaries of the estate plan.
With the federal estate tax rules under revision and the recent tumult in the financial markets, now is a good time to sit down with an estate pl ...
Tags: California estate plan, estate planning attorney, certified estate planning specialist, estate plan
- What You Should Know About Planning And Administration Of Estates In Philadelphia
By: Clair Stewart | - Estate planning and administration are subjects that can surface painful realties. Few people want to consider how to handle issues that will arise when they or a loved one dies. Careful preparation, sound advice and a commitment to work through issues beforehand can save you significant stress, family turmoil and pain later on. Following are some general information that individuals and families particularly those in Philadelphia should know about estate planning and administration.
Est ...
Tags: Philadelphia bankruptcy, Philadelphia estate planning, Phila
- This Estate Planning Strategy Provides Care For Your Spouse, Even After You Are GoneÃ'©
By: Larry V. Parman | - Estate planning is hard enough when both spouses do it together. It becomes more confusing when one becomes ill or passes. What then? Your spouse has been there with you through thick and thin...your rock, the foundation upon which youve built your life. Your spouse has probably been your friend, confidant, and true partner.
If your spouse is ailing now, there are ways that you can protect them, even after you are gone. Lets say your spouse has a slowly degenerati ...
Tags: Law Services Oklahoma, oklahoma Estate Planning Service, Law firm for Elder in Oklahoma, law firm in oklahoma, Estate Planning attorney in Oklahoma
- Estate Planning Must Be Done Right
By: Art Gib | - Most people don't like to think about dying, but it is an inevitable life event for each of us. Some of the anxiety associated with dying comes from not being prepared when it comes to designating who gets what after we are gone. Proper estate planning can alleviate some of that anxiety, but it must be done right. Here's a little more about it.
First of all, it's important to obtain the services of a good attorney who specializes in the particulars of estate planning. Relying on a ...
Tags: Estate Planning in LA
- Estate Planning Advices To Make Life Beneficial
By: Ranju Kumar | - When lawyers talk about an estate, they usually refer to your assets that you wish to pass to beneficiaries in a will or trust. These assets can real estate, investments such as shares or managed funds or your own personal property like cars, bank accounts and your household things. Estate planning involves distributing your property to your beneficiaries. The planning can be done by an individual or by the entire family. The main reason why there has to be planning is to make sure the family ...
Tags: estate planning, superannuation, testamentary trust, estate planning advice, brisbane estate planning
- The Problems With Hiring A Generalist For Your Estate Planning Needs
By: Kevin Von Tungeln | - Many people falsely assume that their lawyer can handle any and all of their legal needs.
In the same sense that you would not depend on your general practice physician to consult you on a neurological problem, or a autoimmune blood disorder, depending on a generalist attorney to handle your estate planning needs is risky.
There are specialists in any field, and in the field of law, qualified estate planning lawyers know best how to help you determine the future ...
Tags: estate planning, generalist, attorney
- The Problems With Do-it-yourself Estate Planning
By: Kevin Von Tungeln | - In an Internet age, where anything and everything is available online, many people are tempted to forego hiring an estate planning lawyer, with the intent to handle their estate planning on their own.
They falsely assume that if a Will or a trust is a matter of filling in lines on a sheet of paper, they are more than capable of doing that on their own.
In truth, the price of do-it-yourself estate planning is often far greater than a lawyer's fees.
...
Tags: estate planning, do-it-yourself, attorney
- 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
- Proper Estate Planning Is The Smart Thing To Do
By: Art Gib | - Estate planning is a basic element in the proper management of your finances. You pay your taxes, you contribute to your 401K, and you maintain a savings account. But it's just as important to put all of your financial ducks in a row in case you pass away or face an incapacitating health crisis.
Estate planning involves much more than just making out a will: it is the establishment of a plan of action in the form of documents that will delineate your unique wishes. The components ...
Tags: estate planning in LA
- 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
- 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
- Estate Planning Law Firms: Don't Try To Do It Alone
By: David Walcott | - If you are in you mid-fifties and haven't planned your retirement or even thought about some kind of will, you really don't know how far behind you are. Imagine you are sitting in a classroom taking the most important test of your life. You've answered the first three questions, you think you're doing okay, but you look around and everyone else is finished. Then the bell rings, you've flunked the test, and it is all over. If that sounds like a nightmare, it is. And that is what many people ...
Tags: estate planning law firm, estate trusts, estate planning, attorneys, probate, wills, irrevocable estate trust, revocable estate trust, estate tax, estate taxes
- The Advantages Of Estate Planning Tax
By: David Walcott | - Taxes are something you have to pay all of your life, and if you do not plan ahead, they will be something your estates will be paying even after you are gone. So making sure that you get quality estate planning tax advice when you are arranging your final affairs is one way to ensure that your heirs, and not the IRS, receive the bulk of your estate.
Some people may think that this does not apply to them because they either don't own anything worth considering, or that they still ...
Tags: estate tax, estate planning tax, estate trusts, trusts and estate planning, taxes, tax, money, finance, financial, investments, home
- Tips On Easy Estate Planning
By: Kris | - Estate planning is largely done based on the tax exemptions and taxes payable. The federal tax exemption that is granted at present is set at $ 2 million. This means that those who have assets below this amount are safe and can do as they please. A complicated estate with many heirs, different assets etc will require one to get professional help to develop a good plan. Nevertheless, there are ways in which you can identify your estate beneficiaries and at the same time reduce expenses, and incre ...
Tags: Sacracmento CPA, Sacramento Estate Tax Planners, Tax Planning, Estate Tax Planning, Estate Planning
- Estate Planning - More Than Just A Legal Will
By: Andrew Stratton | - When people think of Estate Planning, they generally think of legal wills. Estate planning is not just a will, although it does involve writing one. Rather, it's a series of legal steps that involves allowing your beneficiaries to avoid probate and minimize the taxes incurred, and for you to write a living will in which you nominate trusted associates who would assume power of attorney and executor status should you be incapacitated or die. Estate planning also allows you more direct control ove ...
Tags: wills, trusts, estate planning, probate administration, corporate and business law and personal injury
- Doing Well By Doing Good: Philanthropy At The Heart Of Estate Planning
By: John Fraker | - "Most people think that Americans are generous because we are rich. The truth is that we are rich, in significant part, because we are generous. We tend to see giving as something that is just good and nice to do, which it is. We do not, unfortunately, recognize it as a major contributing factor in our economic, social, and political achievements as a nation." ~ Claire Gaudiani, The Greater Good
Introduction to Charitable Giving One of the most rewarding moments in our law practic ...
Tags: Estate planning, philanthropy, estate tax, charitable giving, reduce estate tax
- Greenville Attorney Warns Of Estate Planning Complications
By: APP Manager | - Greenville Lawyer Wants Elderly and Their Children To Get Their Estate Planning Affairs In Order and Organized
Elder Law is a fairly new law field dealing with the problems and issues that are faced by the fastest growing sector of the US population, seniors. Elder law combines essential elements of Estate Planning, Conservatorship, Health Care Planning, Medicare/Medicaid Planning and Wills and Trusts.
Mr.Pete Fields, a Greenville Attorney, from Greenville, works to ...
Tags: greenville attorney, greenville estate planning attorney, clemson attorney, clemson estate planning attorney, greenville lawyer, greenville estate pla
- Estate Planning: The Gift That Keeps On Giving
By: Robert Valentine | - If you're like most Americans, you like to give gifts nearly as much as you like to receive them. Luckily, if you're serious about estate planning there's a handy technique called gifting that can potentially save your family, friends and heirs a lot of money on estate taxes in the future.
With gifting, you not only benefit yourself, you potentially save future generations from a heavy tax burden. In addition to a reduction in taxes, by reducing the size of your estate, you gener ...
Tags: Estate Planning, Giving, gifting, 12, 000, how much, estate planning, gift, Will estate planning, trus
- Estate Planning: Honoring Your Wishes
By: Robert Valentine | - Theresa was only 26 years old when she went into cardiac arrest. She fell down in the hallway of her apartment and was rushed to the hospital. She quickly lapsed into a coma, and then spent 15 years of her life in what doctors diagnosed as an irreversible persistent vegetative state.
During that time she was unable to make any medical decisions. Her husband believed she did not want to continue in her current state and asked that her feeding tube be removed. Her parents disagreed ...
Tags: Estate Planning, Wishes, living will, medical power of attorney,
- Estate Planning -intent To Disinherit Or Oversight?
By: Ronald Hudkins | - Copyright 2006 Ronald Hudkins
Sometimes family and estate planning begins before the family is complete, particularly in an age where people (generally) are waiting until later to have children. In that case there could be grandchildren named in a will and others not, who are all in the same family. The reason may simply be that the children who were left out were not born when the will was made and it is too late to remake it. Fortunately, most states now have laws that are desi ...
Tags: estate planning, testator, will, attorney, no contest clauses, intestate
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