Posts Tagged ‘ palos verdes wills and trusts ’

Live Webinar: Avoiding Inheritance Disputes | Wednesday, September 23rd at 5:30

Inheritance disputes after a parent’s death are all too common for even the most well-adjusted families. Disputes may consume hundreds of thousands of dollars in attorneys’ fees and destroy once healthy sibling relationships. Fortunately, disputes are often predictable and avoidable with careful planning.

Join us next Wednesday, September 23rd at 5:30 as Chris Carico discuses drafting and planning tips that minimize the chances for inheritance disputes.

The webinar…

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Tax Legislation Doubling the Federal Estate Tax  Exclusion Opens Door for Important Capital Gains Tax Planning in Living Trusts for Married Couples

by Angela Kil, Esq.

An important federal tax law that took effect on January 1, 2018 that increased the estate tax exclusion from $5,490,000 in 2017 to $11,180,000 in 2018 for each taxpayer (now $11,400,000 in 2019).  Under the new law, in 2019, married couples can now shelter a combined inflation adjusted $22,800,000 from estate tax using both spouse’s exclusions.  However, the increase to $11,400,000 per spouse may be…

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From The Beach Reporter News, “Athlete’s Touch takes lessons of sports and puts them in business”

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Manhattan Beach resident Justin Blaine grew up in a family that valued strong relationships. Raised in West Lake Village, he watched his dynamic father create a vibrant career built on strong networking and mentors.

Davis Blaine founded a successful California networking group, and Justin learned from example, forging a similar but distinct path of his own—as a baseball player, investment analyst and co-founder of Athlete’s Touch,…

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Estate Planning Myths Debunked

What are some misconceptions about estate planning in California?

For many Californians, estate planning remains shrouded in mystery.  If you have never studied the subject or explored the topic with an estate planning attorney, you might hold some common misconceptions about estate planning.  The following is a look at a few estate planning myths and some helpful information to set the record straight:

Myth #1: A Will must be notarized in California in order to be…

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