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What the Tax Cuts and Jobs Act May Mean for Estate Planning

Posted on 7/23/2018 by in Estate Planning Tax Cuts

The latest tax reform made sweeping changes to the U.S. Tax Code. Learn more about what these changes may mean for estate planning.

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REVOCABLE TRUSTS FOR MARRIED COUPLES WITH A NON-CITIZEN SPOUSE

Posted on 9/27/2017 by in Estate Planning International Estate Planning Non-Citizen Estate Planning Immigration

Regardless of whether you and your spouse are U.S. citizens, you should set up an estate plan, which consists of an Trust, Advance Health Care Directive, Financial Power of Attorney, and Will. Non-citizens can inherit property from a U.S. citizen, but if your spouse is not a citizen your estate plan must be carefully drafted.

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UNDERSTANDING THE CALIFORNIA UNIFORM FIDUCIARY ACCESS TO DIGITAL ASSETS ACT

Posted on 8/6/2017 by in Estate Planning Digital Assets

There is not currently any federal law regulating access to digital assets. The Revised Uniform Fiduciary Access to Digital Assets Act (UFADAA) took effect in California (California Bill AB-691) on January 1, 2017. The UFADAA allows you to give an executor, administrator, trustee, power of attorney agent, or court-appointed conservator authority over your digital assets upon death or incapacitation.

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REGISTER FOR A FREE WEBINAR: How Revocable Living Trusts Protect You and Your Family

Posted on 7/6/2017 by in Estate Planning Webinar

Attend a Free, Live Estate Planning Webinar from Anywhere! See the webinar schedule to register.

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THE FAMILY LLC – A UNIQUE ESTATE PLANNING TOOL

Posted on 4/26/2017 by in Entity Formation Estate Planning Business Law Family LLC LLC

A Family Limited Liability Company (FLLC) is a legal entity that serves as an estate planning tool. The main goals are to protect assets from creditors, provide management experience for younger generations, ensure who acquires a direct interest in the family business, prevent fragmentation of the family business and assets, and reduce estate and gift taxes.

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Investment & Estate Planning Seminar

Posted on 2/13/2017 by in Estate Planning Seminar Investment

You are cordially invited to attend an investment seminar to learn about American Funds and estate planning.

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FREE WEBINAR: Revocable Living Trusts - Explaining the Benefits & Debunking the Myths

Posted on 1/11/2017 by in Estate Planning Webinar Seminar

Attend a Free, Live Estate Planning Webinar from Anywhere!

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SPRINGING VS. NON-SPRINGING POWERS OF ATTORNEY

Posted on 12/27/2016 by in Durable Powers of Attorney Estate Planning

If you do not have a Power of Attorney for Finance (“POA”) as a part of your estate plan when you become incapacitated, the results may be devastating. Your family will almost undoubtedly have to petition the court to establish a conservatorship to make financial decisions on your behalf (and medical decisions if you do not have an Advance Health Care Directive (“AHCD”).

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