Are Inherited IRA’s Safe from Creditors?

By : | Category : Uncategorized | Comments Off on Are Inherited IRA’s Safe from Creditors?

7th Dec 2018

IRAs (Individual Retirement Accounts), along 401(k)s are becoming increasingly popular with working Americans as means to save for retirement. Roth and traditional IRAs are able to be invested on a tax-deferred basis, which makes them the greatest source of financial … more

How to Protect Your Assets From Lawsuits

By : | Category : Assets, Law, law firm, Lawyer, living trust | Comments Off on How to Protect Your Assets From Lawsuits

13th Nov 2018

If you are like most Americans, you have worked hard your entire life to build up your life savings and acquire assets. So of course, you don’t want to lose everything in the unfortunate event of a lawsuit. Sadly, in … more

7 Common Estate Planning Disasters

By : | Category : Estate Planning, estate planning attorney | Comments Off on 7 Common Estate Planning Disasters

10th Oct 2018

Neglecting to properly prepare for estate planning can lead to disastrous results. Your family members could end up destitute or spend a great deal of money in the ligation process. It is imperative to consult with an estate planning attorney … more

Estate Taxes and Simple Ways to Minimize Them

By : | Category : Estate planning in Orange County, estate planning lawyer, estate plans, Estate Taxes | Comments Off on Estate Taxes and Simple Ways to Minimize Them

13th Aug 2018

Since 1982, California State abolished estate taxes. However, you still need to make provision for the future in terms of keeping taxes down, should the state decide to re-implement these laws. It is important to note that you should be … more