You’ve built up a successful business through years of hard work and dedication, but the time is nearing when you should consider passing it on to your heirs, or otherwise choose a successor to carry on with the enterprise. You may be nearing retirement age or facing health challenges that force you to withdraw from daily operations. Or you may ...
The recent passing in California of Proposition 19 (Prop 19 contains two changes in California property tax assessments which can adversely impact your estate plan.
Federal Estate Tax Exemption and its practical application .
Probate is not always necessary to ensure your assets are managed how you’d like. In order to have an established plan that works best for you, your estate, and your beneficiaries, it’s essential that you work with an experienced attorney to make the proper arrangements.
Losing a loved one is difficult enough without legal complications adding stress to your situation. My name is Amy Fike Peters, and my practice is called Estate Preservation Group. I’m on a mission to help families throughout...
It’s important to revisit your estate plan each time you pass a major milestone in your life. For instance, having a child, getting remarried, and starting a business are all occasions that call for a review of your estate plan. That way...
While estate planning and elder law go hand in hand, making smart legal decisions as a senior citizen goes a lot deeper than setting up a simple will. In fact, elder law attorneys such as myself take on a multifaceted role by...
Good News! As of January 1st, of 2018, the estate tax exemption threshold was effectively doubled for estate gift and generation-skipping inheritance taxes for tax years 2018 - 1025.
Having your end-of-life affairs in order could make your passing easier on your family. Your estate plan should include a variety of information that you wish to provide to your family regarding the distribution of your assets and how to...
A good estate planning formula covers all your bases. Gaining an understanding a few simple concepts can help you build a strategy for estate planning that provides optimal disbursement of funds and protection for your later years. If you are...
