Rose Law Firm of Napa Valley, Inc.

Napa Valley Register is celebrating the best of our community with "Napa Valley's Finest" and we would love it if you would nominate us! Tap the link below to nominate us as Napa Valley's Finest law firm! https://nvr.secondstreetapp.com//16e03ac/gallery/286780006 ... #NominateUs #NapaValley #LawFirm #Community #HappyFriday #EstatePlan #RoseLawFirmofNapaValley #Attorney #EstatePlanning #EstatePlanningAttorney #Napa See more

A: Not if you have the home in a living trust! According to Trevor: "While your home can be subject to a Medi-Cal recovery claim after your death, as of 2017, Medi-Cal can only go after assets in your name upon your death; the trick here is that if you create a living trust and transfer the home into the trust, then the home will not be considered belonging to you anymore for Medi-Cal purposes! Therefore, the house will pass to your designated beneficiaries free from Medi-Cal... reimbursement claims and free from probate!" If you have any questions about this, feel free to schedule a complimentary consultation with us! #WednesdayWisdom #EstatePlan #Trust #Medical #LivingTrust #Attorney #EstatePlanning #EstatePlanningAttorney #Napa #NapaValley #LawFir

Retirement is a good opportunity to prepare an estate plan or revise an existing one to match needs.

Here are 4 legal fundamentals to help protect your growing business! If you have any questions about this or would like to schedule a complimentary business consultation with us, tap "book now" on our page. #SmallBusiness #BusinessOwner #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Business #BusinessAttorney #Napa #NapaValley #LawFirm

When the unexpected happens, an estate plan can ensure a trusted person has control.

SCHEDULED MAINTENANCE NOTIFICATION FROM FRIDAY 01/01/2021 TO MONDAY 01/04/2021 We hope you are looking forward to a long New Year Day weekend!... We want to make you aware that during this long weekend Rose Law Firm of Napa Valley will be taking the opportunity to do an upgrade to our email server to add more capacity to our infrastructure and speed up our overall service. During this maintenance window, our team will not have access to our emails. If you need to send us an email in the next few days, please email us at [email protected]. We will regain full access to our emails on Tuesday 01/05/2021. We apologize in advance for any inconvenience this scheduled maintenance may cause, and appreciate your patience and understanding. Cheers to an amazing year ahead! Your Team at Rose Law Firm of Napa Valley

We have heard a number of our clients voice this concern over the years, and the short answer is yes, you will have 100% absolute control over all of your decisions, all of your finances and all of your assets with a revocable trust! A revocable trust means that you still retain full and complete ownership over your assets during your life and, as a result, your children will never have any say in managing them until your eventual passing (or complete incapacity). We hope everyone enjoys the last few days of 2020! #WednesdayWisdom #EstatePlanning #Assets #TrustAdministration #LivingTrust #RevocableTrust #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

Think back to when you last reviewed your estate planning documents...is it time to make some updates? A review is typically needed every 5 years to make sure your choices are still accurate and valid. And if you still don't have a Will or Trust, it's time to reach out to us for a free consultation! Schedule one here: www.mynapalawyer.as.me... #EstatePlanning #TrustAdministration #Will #Trust #ContactUs #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

Today, we are covering estate planning New Year’s Resolutions in part 2 of our blog series! We are discussing the importance of keeping your estate plan updated, specifically your trust. Head to the link: https://www.mynapalawyer.com//end-of-year-checklist-updat/ #EstatePlanning #NewYearsResolution #Trust #TrustAdministration #Updates #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

On the outside we may look like just another law firm...but on the inside we're pretty sure that Wendy's slowly trying to turn us into a greenhouse #HappyFriday #IndoorGarden #LawFirm #Plants #EstatePlanning #RoseLawFirmofNapaValley #Napa #EstatePlanningAttorney

The first #WednesdayWisdom of 2021 is short and sweet! A: Here is a helpful checklist of things to stay on top of: 1: Take inventory of your digital assets ... 2: Add digital heirs to your accounts 3: Plan to pass on your passwords 4: Record your stories; hereafter.ai is a great website to check out to preserve your legacy for your family. #EstatePlanning #DigitalAssets #Checklist #PreserveYourLegacy #TrustAdministration #RoseLawFirmofNapaValley #estateplanningattorney #Napa #LawFirm

Waldo, Harry Potter, an old lady, a bumblebee, and a beekeeper all walk into a law firm Happy Halloween Eve everyone! Can you tell our office is excited? How ever you’re celebrating tomorrow, we hope it's fun, spooky, and safe! #Halloween #Costumes #HappyHalloween #StaySafe #StaySpooky #EstatePlanning #Attorney #Napa #LawFirm #RoseLawFirmofNapaValley

#WednesdayWisdom A: The short answer is NO: you almost certainly will NOT have to pay any gift taxes. You can make $11.58 million dollars’ worth of gifts in your lifetime without incurring any gift tax liability. So if you don’t want to pay the gift tax, all you have to do is DECLARE the $85,000 that you gifted over the $15,000 annual allowable amount on a gift tax return, and the IRS will deduct that $85,000 from the lifetime exemption amount you have remaining. Therefore, unless you’ve already maxed out your allowance (which means you are VERY generous indeed), most people have a whole LOT more money and assets they can give away before the tax man ever shows up at their door with a bill! #EstatePlanning #Assets #GiftTax #RoseLawFirmofNapaValley #Attorney #Napa

Communication is everything! In order to take confidentiality and efficiency seriously, we use the app, Communicate, to directly message our clients, share their files in one spot, and give them 24/7 access to their matters. Communication with us is secure, transparent, and most importantly...the file sizes are limitless! #EstatePlanning #TrustAdministration #Probate #Business #RoseLawFirmofNapaValley #Napa #Attorney #Communicate #Efficiency #Transparency #Security

Places, everyone, places! The third week of October has been designated by Congress as National Estate Planning Awareness Week, and we're celebrating by shining a spotlight on estate planning mistakes that celebrities have made. With all the money they have, you'd think they'd be able to afford good estate planning advice, but even they make mistakes that we see all the time! For the full list, head to: https://www.mynapalawyer.com//celebrity-estate-planning-m/ #EstatePlanning #Awareness #Will #Trust #Mistakes #PlanAhead #RoseLawFirmofNapaValley #Attorney #Napa

It's already Wednesday and we have a great question this week! A: According to Trevor, "As soon as possible after the divorce proceedings have been initiated, you should update your estate plan/trust, powers of attorneys for finances and health, and as many beneficiary designations as possible. Remember: divorces can last several years in court and, for estate planning purposes, the law will still consider your soon-to-be ex-spouse your current spouse and continue to leave e...verything to him or her (assuming those were your wishes previously) in the event you die before the divorce decree is FINAL!" Keep sending your questions to [email protected]! #WednesdayWisdom #EstatePlanning #Divorce #Trust #Probate #Court #Attorney #RoseLawFirmofNapaValley #Napa

We can’t think of a more productive way to spend an hour of your 2020 than with Trevor and Mark learning about emergency estate planning. Inform yourself now so that you’re prepared later! Last chance to register! Register here: tinyurl.com/EmergencyEstatePlanning #EstatePlanning #Attorney #FinancialPlanning #Emergency #BePrepared #Webinar #RoseLawFirmofNapaValley #Napa

Court appearance, Covid style! Dressing up for a court appearance has a different meaning these days - "dressing up" means putting on the upper half of a suit and "court appearance" means joining a Zoom meeting at your desk. #EstatePlanning #Attorney #Probate #TrustAdministration #CourtAppearance #CovidStyle #RoseLawFirmofNapaValley #Napa

It's voting season! California Proposition 19 proposes changing the rules for tax assessment transfers. We've explained what voting "yes" vs. "no" means so that you're ready to vote! #WednesdayWisdom #Prop19 #VotingSeason #EstatePlanning #TrustAdministration #RoseLawFirmofNapaValley #Attorney #Napa #California

Raise your hand if you're ready for the weekend! (We had to share just a few outtakes from the Napa Spotlight - Best Version Media photoshoot) #HappyFriday #Family #NapaValley #RoseLawFirmofNapaValley #EstatePlanning #Attorney

Not sure what your assets are? We've compiled a list of the top 10 to include in your estate plan to help get you started. 1. Insurance Policies 2. Bank and Retirement Accounts 3. Deposit Boxes (and keys)... 4. Real Estate/Mortgages 5. Valuable Personal Property 6. Vehicles/Boats 7. Business Interests 8. Receivables 9. Passwords 10. Location of Hidden Cash! #WednesdayWisdom #Assets #List #EstatePlan #EstatePlanningAttorney #RoseLawFirmOfNapaValley #Napa #Lawyer

El blog de Octubre está aqui! (Simplemente haz clic en el enlace abajo). En la publicación de este mes, nuestro licenciado explica qué deberías tener en cuenta cuando heredas una propiedad #RoseLawFirmOfNapaValley #Blog #PlanificacíonPatrimonial #Herencia #Propiedad #Español #Inheritance

How awesome would it be to schedule an appointment with your attorney just by tapping your phone? A complimentary consultation with Trevor is only 5 taps away! Head to our website or tap "book now" on our page to try it out. (Bonus points if you can spot who our super famous client is.) #MobileScheduling #EstatePlanning #Probate #TrustAdministration #Business #RealEstate #RoseLawFirmOfNapaValley #EstatePlanningAttorney