Family homes and other real property are usually the most valuable assets in an estate. While homeowners may want to leave these properties to children or other beneficiaries as part of an inheritance, tax burdens can throw a wrench into those plans. Unfortunately,...
Helping You Protect Your Loved Ones And Your Legacy
Month: January 2019
Encino Trust Lawyer: How to Safely Leave an Inheritance to an Adult Child with Substance Abuse Problems
Just about everyone knows or loves someone with a substance abuse problem. The detrimental effects impact many facets of American society. Sadly, we are seeing an upswing in the number of clients that have to deal with a loved one’s substance abuse in their estate...
Is My Advanced Healthcare Directive Valid Outside of California?
Many senior citizens in California who travel during their retirement years worry about whether their estate planning documents will be accepted when they go outside of the state, particularly the Advanced Healthcare Directive. The good news is that an Advanced...
Avoiding Los Angeles County Probate with a Roth IRA
Roth IRAs are financial accounts that provide excellent retirement planning tax benefits and can help avoid probate here in Los Angeles County. For tax planning purposes, you should know that: The contributions made to a Roth IRA are not tax deductible, which is...
