Estate Planning

• Beneficiaries
• Beneficiary Designation
• Capital Gains
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Taxes
• Federal Taxes
• Gifting
• Heirs
• Inheritance
• Property Tax
• Property Taxes
• State Taxes
• Tax Planning
• Tax Return
• Uncategorized

All About Taxes with an Estate Planning Flair: Part II

In Part I of this series on taxes, we discussed federal taxes. For Part II,…

• Celebrity Estates
• Estate Administration
• Estate Planning
• Estate Taxes
• Finances
• Financial Planning
• Gifting
• Heirs
• Podcasts
• Probate
• Resources
• Social Media
• Trusts
• Uncategorized

097: Estate Planning Lessons from the Rich and Famous

• Asset Protection
• Estate Administration
• Estate Planning
• Estate Taxes
• Heirs
• Local Taxes
• Podcasts
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Transaction
• Trust Administration
• Trust Assets
• Trusts

096: Estate Planning: House Edition

• Asset Protection
• Capital Gains
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Taxes
• Federal Taxes
• Generation-Skipping
• Gifting
• Legacy Giving
• Married Couples
• Mortgage
• Moving
• Property Tax
• Property Taxes
• Tax Planning
• Tax Return
• Trustee
• Trusts

All About Taxes with an Estate Planning Flair: Part I

In a famous quote by Benjamin Franklin, “nothing can be said to be certain, except…

• Advanced Planning
• Caregivers
• Decision-Making
• Estate Planning
• Family Care
• Guardianship
• Incapacity
• Incapacity Planning
• Podcasts
• Trusts
• Uncategorized
• Wills
• Young Families

093: Guardianship: There’s More to It Than You Think!

• Asset Protection
• Bank account
• Beneficiaries
• Beneficiary Designation
• Birth Certificate
• Citizenship
• Copyright
• Copyright Asset
• Debt and Credit
• Debt Settlement
• Decision-Making
• Dementia
• Distribution of Assets
• Divorce
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Finances
• Health Care
• Life Insurance
• Married Couples
• Medi-Cal
• Medicaid
• Medical Records
• Medicare
• Reverse Mortgages
• Social Security
• Unmarried Couples
• Veteran's Benefits
• Veterans

What Important Documents Should You Always Keep Handy?

As estate planning and trust administration attorneys, we run into quite a few issues regularly…

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
• Trustee
• Trusts

090: Choosing a Trustee – How to Get It Right

• Asset Protection
• Care Decisions
• Contractual capacity
• Dementia
• Diabetes
• Elder Care
• Emergency Planning
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Family Care
• Health Care
• Hearing Loss
• Incapacity Planning
• Infections
• Medi-Cal
• Medicaid
• Medical Records
• Medicare
• Memory Care
• Mental Health
• Personal Care
• Power of Attorney
• Resources
• Testamentary Capacity
• Thyroid Disease
• Trustee
• Trusts
• Uncategorized
• Vision Loss
• Wills

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

When completing any estate planning, including a trust, will, power of attorney, or health care…

• Disability
• Disability Income Benefits
• Estate Planning
• Financial Planning
• Income Benefits
• Insurance
• Mortgage
• Podcasts
• Property Tax
• Property Taxes
• Trusts

089: Why Your Family Might Need Lifestyle Insurance and the Latest Opportunity Benefits

• Beneficiaries
• Business Planning
• Elder Financial Abuse
• Emergency Planning
• Estate Planning
• Financial Planning
• Incapacity Planning
• Legacy Planning
• Podcasts
• Power of Attorney
• Succession Planning
• Tax Planning
• Trustee
• Trusts
• Uncategorized

088: Incapacity Failures: Plan Ahead So Your Plan Works for You