20th Aug 2019

What is Capital Gains Tax? When a person acquires an asset and sells it, the difference between the original price and the selling price is called capital gains. Tax is levied on this gain since it is considered as a … more

27th Feb 2017

Blended families are becoming more and more common as many people have been married more than one time. Estate planning for the children of one marriage can be stressful enough, but planning for second or subsequent marriages, can be quite … more

How to Make a Wise Decision when Appointing Trustees and Beneficiaries

By : | Category : Beneficiaries, benefits, california estate planning attorney orange county, Trustee Powers, Trustees | Comments Off on How to Make a Wise Decision when Appointing Trustees and Beneficiaries

24th Jan 2017

One of the most important decisions you will ever make in your lifetime is whom to appoint as the trustee or beneficiary of your estate in the event of your death. Once you have filed your Final Will and Testament … more

16th Aug 2016

Suze Orman, an author and personal finance guru once said, “Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” As important as it … more

18th May 2016

Artist David Dory is quoted as saying, “To own a piece of work done by an Artist is to possess one of their facets, one of the windows of their life.” People collect art for a variety of reasons. For … more

13th Apr 2016

In a recent study by Bindu Kaledan, an assistant professor of Epidemiology at Columbia, one-third of Americans reported owning a gun. Gun ownership and gun control are popular topics in the United States. Most of the time, the conversations are … more

11th Dec 2015

Timeshares are great vacation options. Rather than paying for a vacation home you may only be able to use once or twice a year, timeshares give you the opportunity to only pay for the property when you use it. Timeshares … more

26th Aug 2015

Estate Planning may seem like something only older, extremely wealthy people need to think about. However, this is not the case. Estate planning is something everyone should not only think about, but also prepare for. Once something happens to us, … more

16th Dec 2014

Under California law, it is understood that there are two tests for capacity to make an estate plan, although court rulings in this area are not very definitive. The capacity to make a Will is considered the lowest capacity in … more

7th Sep 2014

Presented by Estate Planning Attorney,Dwight Edward Tompkins,Orange, California