Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
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Should You DIY Your Own Living Trust?
The trouble with do-it-yourself planning is that even if your situation seems simple, there are many oddball things a layman wouldn’t think of that can go wrong
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End-of-Life Tax Tips
End-of-life tax-ducking techniques can cut income taxes as well as federal estate and state estate and inheritance taxes. It’s never too late to take charge of
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Maximizing Estate Tax Savings with SLATs
Spousal Lifetime Access Trusts (SLATs) allow you and your spouse to use your full remaining gift tax exemptions while retaining access to the gifted property in
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Avoiding the (Medicare) “Doughnut Hole”
Depressed Medicare beneficiaries in the so-called coverage doughnut hole were more likely to cut back on their antidepressants than those who had full insurance
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Estate Planning – The Human Factor
Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals. But personal concerns may be more pressing for some clients.
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