Modern Wealth Law

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Do you want to keep your name, home address and financial information out of public record?

The need for estate planning without children is not always immediately evident. However, without an estate plan, there is a very good chance that the wrong people will be responsible for managing your assets, health care and lifestyle while you are still alive. http://modernwealthlaw.com//estate-planning-without-child/

Estate Planning for Blended Families (Second Marriage) http://modernwealthlaw.com//estate-planning-blended-famil/

Trump plans to repeal estate taxes and also allow a step-up in basis on assets up to $10 million. http://modernwealthlaw.com//trump-proposal-estate-tax-rep/

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Should our government increase the tax on wealthy individuals upon death? Currently, assets you pass to your family over $5.45 million is taxed at 40%. Too high? Too low? Should we tax every person that dies? What amount should pass without estate taxes? http://www.forbes.com//hillary-clintons-estate-tax-raise/

Do you or a loved one intend on becoming a U.S. Resident Alien or U.S. Citizen in the future? If so, it is important to consider the need to avoid U.S. gift and estate taxes now. http://modernwealthlaw.com//avoid-us-gift-estate-tax-us-r/

Do you or a loved one receive Medi-Cal benefits? Learn how to prevent Medi-Cal from putting a lien on your home when you pass away. http://modernwealthlaw.com/medi-ca/medi-cal-recovery-liens/

For those of you that are expecting parents, or have young children, these are the must-knows of estate planning http://modernwealthlaw.com//estate-planning-expecting-par/

How do California community property laws affect you and your estate planning? http://modernwealthlaw.com//estate-planning-california-co/

Thinking about adding your child to title on your house to avoid probate? Think again.

Estate planning for millennials is not a one size fits all approach. But if you have either of the following things, you need some estate planning.