Open/Close Menu Estate Planning, Probate, Tax Law in Covina and Temple City, CA

“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…

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