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

Presented by Estate Planning Lawyer, Dwight Edward Tompkins, Orange, CA.

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Frequently, having a family meeting about your estate plan may help you with your goals of protecting and providing for your family.  A family meeting often will help in generally preparing your beneficiaries for future inheritances and responsibilities (or lack … more

This video covers the basics of Family Business Succession Planning for small business owners.  Topics include income, control, and succession issues that face small, family-based business owners. Dwight Edward Tompkins,Business Succession Lawyer,Orange County, California.

According to a recent survey, the average American worker spends approximately $2,000 a year eating out for lunch, instead of bringing a brown bag lunch from home. If you put your lunch money to work in investing,  you will significantly … more

The trustee of a special needs trust has a complex job, which requires the trustee to understand the law and rules of government benefits, as well having the duty to invest funds appropriately.  Add the taxation requirements to prepare and … more

The terms “heir” and “beneficiary” are often used interchangeably by many people and I do so as well from time to time. However, there is an important difference between an “heir” and a “beneficiary”. An “heir” is someone who has … more

The Obama “Green Book” Budget for 2014 proposes the estate tax revert back to 2009 rates.  On page 138, the Administration states: “Beginning in 2018, the proposal would make permanent the estate, GST, and gift tax parameters as they applied … more