by Christian Salgado | Apr 1, 2023 | Estate Planning
WHAT IS ESTATE TAX? In the United States, there is a federal estate tax (sometimes called a death tax), which is imposed at a person’s death on the transfer of assets. When an estate’s value at the time of death exceeds a limit set by law, which changes...
by Diana Alcala | Jan 1, 2023 | Estate Planning
This article is the fifth in a series of articles designed to educate and inform the reader on the general concepts of conservatorships, when they may be necessary, and the considerations made by the Court in establishing them. As discussed in previous installments,...
by Christian Salgado | Dec 1, 2022 | Estate Planning
POWER OF ATTORNEY EXPLAINED At times individuals will ask us what a power of attorney is. In short, a legal document that gives someone else the power to act for you Perhaps a more thorough answer is a power of attorney is written authorization given by one person, a...
by Diana Alcala | Aug 30, 2022 | Estate Planning
This article is the fourth in a series of articles designed to educate and inform the reader on the general concepts of conservatorships, when they may be necessary, and the considerations made by the Court in establishing them. As discussed in the third installment,...
by Christian Salgado | Jul 27, 2022 | Estate Planning
Most people want to make things as easy as possible for their families. Whether you have a Will, Trust, or perhaps nothing at all, will significantly affect your family’s experience as they work to administer and distribute your assets after you’re gone....
by Diana Alcala | Apr 25, 2022 | Estate Planning, Uncategorized
This article is the third in a series of articles designed to educate and inform the reader on the general concepts of conservatorships, when they may be necessary, and the considerations made by the court in establishing them. This third article will focus primarily...
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