It can be challenging to find legal information that is free from jargon and confusing references. Our Carlsbad law firm has taken the time to help educate the southern California community with this collection of short essays. Please browse through our library to learn how careful estate planning can best protect your loved ones.
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Learn the Latest Estate Planning Tips and Traps to Make Sure Your Assets Pass to Your Heirs in the Most Protective and Efficient Way Not Only to Avoid Probate in California but Save on Unnecessary Taxes with Secrets of Great Estate Planning, Fourth EditionSecrets of Great Estate Planning, Fourth Edition Released, Your Guide to Estate Planning in California Just Released
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Four Common Mistakes Families Make that Cause a Probate Even Though They Had a TrustFour common reasons families end up in Probate Court in California even though they had a trust. Learn how to avoid these common mistakes with proper planning.
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Learn What Four Documents You Need to Help Protect Your Young Adult Child Now That They are Over 18Learn what legal documents are critical to have on board to protect your young adult child in case they become ill or injured and can't make their own decisions
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A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or other qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.What is a Retirement Protector Trust (aka Retirement Plan Trust)?
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Proactive Planning with a Spousal Lifetime Access Trust
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Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family
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7520 RateThe interest rate for a particular month is the rate that is 120 percent of the applicable federal midterm rate (compounded annually) for the month in which the valuation date falls
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709 Gift Tax ReturnAn IRS tax form used for transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes, and for allocation of the lifetime
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Valuation DiscountingA valuation method used to estimate the attractiveness of an investment opportunity in order to discount the value of the asset.
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Trust ProtectorA person or entity who can make certain limited changes to the trust, such as fill in a Trustee vacancy, interpret trust terms, move the administration of the trust to a new state, or grant certain powers to the Trustee or to a beneficiary.