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In a pandemic, ensuring your health care affairs are in order is more important than ever. Those who do have properly drafted estate planning documents are likely non-compliant with privacy rules established by the Health Insurance Portability and Accountability Act (HIPAA). As a result, their successor trustees, executors, and financial & healthcare agents often run [...]
In a world where many of us have Coronavirus-related fears, a power of attorney is more important than ever, especially if a person becomes incapacitated. A power of attorney allows the principal to delegate authority to the agent, sometimes referred to as the “attorney in- fact,” to act on the principal’s behalf in managing the [...]
As we slowly and tentatively begin the process of emerging from lockdown and embracing the new normal in this time of uncertainty, it may be a good time for you to revisit your estate plan. In my practice, I encounter many clients who had estate planning documents drafted some fifteen or twenty years ago and [...]
“Planning is bringing the future into the present so that you can do something about it now.” ~ Alan Lakein During this time of unprecedented uncertainty, it can be difficult to think about planning far ahead, to a time when they are no longer here, but what they fail to realize is a large part of [...]
In light of the new regulations brought on by the Coronavirus, many people have found themselves self-quarantined with their spouses and significant others, which brings to mind a topic that is particularly relevant in these times: common-law marriage and estate planning. For many unmarried couples, who have lived together for an extended length of time, [...]
In light of the uncertainty caused by the Coronavirus, many people are scrambling to get their affairs in order. In recent weeks, new and existing clients alike have reached out to me to draft new estate planning documents and update older documents. Fortunately, our office has been able to successfully work with clients in finalizing [...]
There has been a major change in retirement planning, which may affect your estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was officially signed into law on December 20, 2019. The major changes of the Act include: Most inherited retirement plans are now subject to a 10-year mandatory payout (verses the [...]
It’s that time of year...tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax forms. Most of us do not think of the tax obligations relating to trusts—but many of us should. Many of my clients are surviving widows [...]
Dear Clients & Friends, There has been a major change in retirement planning, which may affect your estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was officially signed into law on December 20. The major changes of the Act include: Most inherited retirement plans are now subject to a 10-year mandatory [...]
Southern California estate planning attorney Tony J. Tyre, the founder of The Law Offices of Tony J. Tyre, Esq., APC, appears on “So, What’s Your Problem?” radio show. “So, What’s Your Problem?,” on 790 KABC, is hosted by Stan Katzer. The show features guest professionals, such as Tyre, who offer intelligent advice and have a [...]
