The Estate Planning & Legacy Law Center

What we learned about #estateplanning from celebrity deaths in 2020: https://bit.ly/3cE9EFd

Get the details on Larry King’s secret #Will from our latest blog: https://bit.ly/3ubiKPL

Be sure to avoid these common mistakes!

Consider talking to your children about donating certain items after you pass, or explore making lifetime donations. When you do, you can enjoy the feeling that someone else will be able to enjoy your item and you may be able to take a tax deduction too.

Tips on #estateplanning in your senior years: https://buff.ly/31foMlC

Creating a legal power of attorney document is a smart move. Doing so helps ensure that your financial affairs will continue to be managed seamlessly if you are alive but are unable to manage your own finances.

A recent survey found that most people don't have an adequate #estateplan, if at all. Learn more from the article below and contact us if you need helping starting or updating your estate plan!

Senior citizens tend to be frequent targets of fraud attempts, and may be more susceptible to becoming victims of unscrupulous acts. Learn more about taking care of your aging parents here: https://buff.ly/2RX0tSW

Congress recently approved a bill aimed at protecting seniors from fraud. Learn more now!

What is a #powerofattorney and why do you need one? https://buff.ly/2DNbEe8

One of the most common misconceptions about estate planning is that simply having a Will or Trust automatically controls how all of your assets pass when you die. The reality is that assets passing to one or more named beneficiaries pass completely independently of your Will. Don't let these horror stories happen to you or your loved ones: https://bit.ly/2LhKtwP

Moving to a new state? Be sure to update your #estateplan! https://bit.ly/2MY8c6a

Wishing you a safe and happy new year!

You can do it!

While not yet available to the public, a newly-developed blood test could make some Alzheimer’s diagnoses fast, more affordable, and more available in the next two to three years. Learn more here: https://buff.ly/2YESrEd

For families with combined assets exceeding the amount protected by one estate tax exclusion amount, the estate plan needs to focus on the needs of the family as well as the minimization and/or elimination of any estate tax liability. Contact us today to learn more! #estateplanning

Learn more about how to protect your pet if you can't!

Tomorrow is the last day to make a difference Below is important information below regarding ballot issues that could have a significant impact on Californians who own real estate. Please reach out with any questions that you have regarding this information, happy voting!

Estate planning isn’t just something the elderly or the very wealthy need to worry about. Every competent California resident over the age of 18, regardless of health status, age or accumulated assets, should take an active role in planning for what will happen to their affairs in the event of future incapacity, and at their deaths. Now is the perfect time of the year to start! Learn more here: https://bit.ly/3o5yYXR

Have a safe and happy Halloween!

Mr. Edward Kozlowski has dementia and resides in an independent living facility, he was still able to vote using a mail-in ballot. Learn more here: https://buff.ly/3e1PJ20

We are less than a week away from Election Day There is ballot issue that could have a significant impact on Californians who own real estate, and for their children: Proposition 19. Added to the ballot in June, Proposition 19 could increase property taxes on California real estate when it is transferred from parents to their children. Get the facts here: https://bit.ly/3mqtGos

Don't forget that October is #NationalEstatePlanningAwarenessMonth! We have resources on our website to help get you started! https://buff.ly/2s5aEJM

Here is what you need to know about Proposition 19 and how it can have a significant impact on Californians who own real estate: https://bit.ly/35s6kYT

Can you still vote if you have dementia? Get the answer from our latest blog! https://bit.ly/2HoNx8R

Don’t make the mistake of finishing your #estateplanning and checking it off your list permanently. There are certain times when you should update your #Will. Learn more from our latest blog: https://buff.ly/2FKoQTz

Today is #UnityDay2020 ORANGE provides a powerful, visually compelling expression of solidarity. Whether it’s hundreds of individuals at a school wearing ORANGE, store owners offering ORANGE products, or a community changing a landmark to ORANGE, the vibrant statement becomes a conversation starter, sending the supportive, universal message that bullying is never acceptable behavior.

Among other changes, #Proposition19 would completely eliminate the non-principal residence exclusion, and limit the personal residence exclusion by requiring the child to use it as their own personal residence. Here's what #Californians need to know: https://buff.ly/34b03Bs

Britney Spears has asked a California court to remove her father from the conservatorship and appoint a professional corporate conservator, Bessemer Trust Company, permanently in his stead. A group of Britney’s fans have been using the hashtag #freebritney, alleging that Jamie Spears has not been acting in his daughter’s best interests but has instead been exploiting her situation and ruining her finances. Get the details from our blog! https://bit.ly/31lsMSh

There is a ballot issue that could have a significant impact on Californians who own real estate, and for their children: Proposition 19. Added to the ballot in June, Proposition 19 could increase property taxes on California real estate when it is transferred from parents to their children. Get all the details from our latest blog! https://bit.ly/3o8JNsq

October is #NationalEstatePlanningAwarenessMonth!