Everyone Has Their Own Way of Looking at Things

Article, Blog, Business Litigation, Civil Litigation, Estate Planning

Everyone Has Their Own Way of Looking at Things Chacun voit midi à sa porte. -French proverb By Sophia Cizmarik Everyone has their own way of looking at things, especially when it comes to your health care decisions. Further, your own view may change depending on what...

Happy Birthday! Your Child is a Legal Adult

Article, Estate Planning

HAPPY 18th BIRTHDAY! YOUR CHILD IS A LEGAL ADULT! Do you have a child that just turned 18 who is going off to college or beginning a new chapter in their life? It’s an exciting time where they’re thinking about what school they’re deciding on, what majors they’re...

Proposed Legislation that may Trigger Reassessment of Commercial Property

Article, Estate Planning

PROPOSED LEGISLATION MAY TRIGGER REASSESSMENT OF COMMERCIAL PROPERTY AND MAY TRIGGER REASSESSMENT ON TRANSFER OF YOUR HOME TO YOUR CHILDREN Proposition 13, approved by voters in 1978, set a landmark measure that set property taxes at a low rate in California....

Truths and Myths About Estate Planning

Article, Estate Planning, wealth preservation

Truths –  An estate plan that utilizes a “fully funded” revocable living trust avoids probate. Fully funded means that all appropriate assets are titled in the name of the trustees of the trust. Please note, retirement plans should not be retitled to your trust!...

Have Your Cake and Eat it Too with a Charitable Remainder Trust

Article, Estate Planning, wealth preservation

Here is a tasty estate planning recipe to consider: INGREDIENTS: 1 Cup Appreciated assets (rental or vacation property, or appreciated stock are good choices). 1 Charitable Remainder Trust. Can be for a single person or married couple. Can be a Uni-Trust or an Annuity...