Posts tagged with: "estate+planning"
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20 Nov 2012, 10:48 am by Randy Fisher
Not all small business owners wear slacks.  Instead, some opt for overalls or jeans and work boots and make their offices in barns and fields, tending livestock and crops. Regardless of the uniform, every small business owner faces an uphill … Continue reading → [read post]
Mark Zuckerberg and Dustin Moskovitz, the co-founders of Facebook and two of the world’s youngest billionaires, may seem too young to be thinking about estate planning. But in 2008, when they were both 24, they used an estate planning tool that is more familiar to people two or three times their age. [read post]
Many people faced with mounting pressure from creditors are unaware of how to protect their assets, and very often it is too late once they are already in financial trouble. [read post]
If you enjoyed that last summer outing to your vacation home this Labor Day weekend, it's a good time to start thinking about creating a succession plan for the property. A detailed plan will make the transfer of ownership easier and establishes rules to will help prevent bitter family conflicts down the road, experts say. [read post]
10 May 2011, 9:51 am by webreputationbuilders
Removing assets from your estate is a great way to reduce estate taxes before you die. So, spend some and enjoy it! Also, you probably know whom you want to have your assets after you die. If you can afford it, why not give them some assets now and save estate taxes? It can be very satisfying to see the results of your gifts-- something you can't do if you keep everything until you die. Appreciating assets are usually best to give, because the asset and future appreciation will be out of your… [read post]
19 Oct 2012, 8:00 am by Maggie Green
Here on Epilawg, we already have great articles about the estate planning for social media accounts and the importance of having an estate plan that addresses ownership of digital art. This article will address the importance of giving fiduciaries [...]Digital assets and your fiduciaries is a post from: Epilawg [read post]
There are many do-it-yourself power of attorney forms available; however, it is a good idea to have an attorney draft the form for you. There are many issues to consider and one size does not fit all. [read post]
15 Jan 2014, 9:23 am by Amelia Henderson
My dog is definitely part of my family.  Whether I leave for five minutes or five hours, he is always overjoyed when I return.  He is our resident clown, making my husband and me laugh after even the longest day at work.  We often say we love him like a child. Since you are reading this article, you likely feel the same about your pet.  If I asked you what you do to keep your pet happy and healthy, I bet you could name dozens of things that you do to take care of your furry… [read post]
Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. [read post]
Inherited retirement accounts are truly one of those gifts that keep on giving because heirs can benefit for many years without much tax burden, but Congress is starting to talk about curtailing breaks on the accounts. [read post]
24 Jan 2014, 8:12 am by Jeffrey A. Cramer
We have heard many excuses to avoid discussing wills, trusts, and everything else relating to estate planning.  The most common stem from concerns that it is too personal or sensitive a subject.  Some even believe that talking about their potential demise will cause it to happen.  However, having a conversation about estate planning with your loved ones is an opportunity for you to explain your wishes, discourage future discord through transparency, and open the door to better… [read post]
How does a retiree replace the interest income from a certificate of deposit paying more than 5% when the rate on a new CD is 1.3%? One solution: Donating the principal to a nonprofit in the form of a "charitable gift annuity" in exchange for lifetime fixed annuity payments. [read post]
Not so fast: With unique assets, things aren't always straightforward. More specifically, owners of unique assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. [read post]
What can “regular” folks learn from celebrity troubles? I think the number one lesson is that it is important to realize that your estate needs to be planned using proper and solid legal documents (drafted by an experienced estate planning attorney), rather than left for courts to sort out. [read post]
24 Jan 2014, 8:12 am by Jeffrey A. Cramer
We have heard many excuses to avoid discussing wills, trusts, and everything else relating to estate planning.  The most common stem from concerns that it is too personal or sensitive a subject.  Some even believe that talking about their potential demise will cause it to happen.  However, having a conversation about estate planning with your loved ones is an opportunity for you to explain your wishes, discourage future discord through transparency, and open the door to better… [read post]
Most of my clients, especially small-business owners/managers, doctors, lawyers, and accountants, have substantial IRA accountants. And, even clients that don't have substantial balances still have some IRA balance, and therefore need some planning. When it comes to estate and tax planning, required distributions, taxation and beneficiary designations are among the most often overlooked aspects of retirement planning – and yet these are some of the most important issues. There is a common saying… [read post]
20 Nov 2012, 10:48 am by Randy Fisher
Not all small business owners wear slacks.  Instead, some opt for overalls or jeans and work boots and make their offices in barns and fields, tending livestock and crops. Regardless of the uniform, every small business owner faces an uphill struggle in the scheduled federal estate tax increase. The difference is that for farmers, the [...] [read post]
15 Jan 2010, 5:35 pm by Salcido
Utah Advance Health Care Directives A living will is a declaration that directs the kind of medical care a person wants in the event that person suffers from a terminal condition. Most people understand this document as giving a person the ability to withhold or withdraw life-prolonging procedures; a person may also execute a living will expressing that he or she wants life-prolonging procedures. This prevents family members from getting permission to withdraw life support even though there may not… [read post]
15 Jan 2014, 9:23 am by Amelia Henderson
My dog is definitely part of my family.  Whether I leave for five minutes or five hours, he is always overjoyed when I return.  He is our resident clown, making my husband and me laugh after even the longest day at work.  We often say we love him like a child. Since you are reading this article, you likely feel the same about your pet.  If I asked you what you do to keep your pet happy and healthy, I bet you could name dozens of things that you do to take care of your furry… [read post]
26 Aug 2012, 3:12 pm by Jonas M. Grant
Because my practice is a mix of serving small businesses and families, I am separating these two facets of law into separate blogs, so that going forward posts of interest to entrepreneurs and businesses will continue to be posted here, posts concerning estate planning, wills, trusts, etc. will be posted at my new Los Angeles Estate Planning Blog. The first post on trust protectors is up now. For now, past articles on estate planning will remain here, but I may migrate or duplicate these to the… [read post]