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Identifying and Understanding Different Will Types
By William C. Mason, III, Of Counsel

California wills come in several different forms—attested, statutory, holographic, and pour-over. These different types of wills are all similar in that each is a testamentary document (1) created and executed by an adult of sound find; (2) which makes a disposition of property to individuals or entities. However, the format and execution requirements of each [...]

By |2024-01-19T03:37:12+00:00August 21st, 2023|Death, Seniors, Will, Аttorneys|0 Comments
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Holiday Gift Guide
By William C. Mason, III, Of Counsel

With the holidays just around the corner, I’d like to offer you the following tongue-in-cheek guide: Dos and Don’ts: An Estate Planning Attorney’s Guidebook to Holiday Gifts. Gift Taxes: Presently, the IRS allows an individual to gift up to $12.06 million over the course of his or her lifetime (“Lifetime Gift Tax Exclusion”) without having [...]

By |2024-01-28T01:17:20+00:00December 13th, 2022|Аttorneys|Comments Off on Holiday Gift Guide
By William C. Mason, III, Of Counsel
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Debunking Trust Myths and Misconceptions
By Allyson S. Heller

When it comes to estate planning, people tend to have misconceptions about living trusts, many of which stem from secondhand accounts from unreliable sources. Below, I debunk some of the most common myths about trusts. Myth #1: “Trusts are for rich people.” Reality: By far the most common misconception I hear from clients is that [...]

By |2024-01-28T01:20:41+00:00November 15th, 2022|Trust, Will, Аttorneys|Comments Off on Debunking Trust Myths and Misconceptions
By Allyson S. Heller
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Trust And Will Terminology 101
By Allyson S. Heller

When people begin looking into the process of creating a living trust, they often have questions about the various legal terms that they may encounter, many of which can seem confusing and overwhelming. To help demystify the estate planning process, in this article I briefly define some of the most common trust terms and phrases. [...]

By |2024-01-28T01:23:41+00:00September 21st, 2022|Trust, Trustee, Will, Аttorneys|Comments Off on Trust And Will Terminology 101
By Allyson S. Heller
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On Sunday, June 26th, our Tony J Tyre – Winner of 2022 San Gabriel Reader’s Choice Awards!

Tony J Tyre is extremely proud to announce that his law firm has been chosen by the readers of Pasadena Star-News, San Gabriel Valley Tribune, and Whittier Daily News as FAVORITE LEGAL SERVICES and FAVORITE LIVING TRUST ATTORNEY. He sincerely thanks his team for their continued dedication, enthusiasm, & hard work, and our clients for [...]

By |2024-01-28T01:29:18+00:00July 8th, 2022|Estate Planning, Estate Tax, Probate, Аttorneys|Comments Off on On Sunday, June 26th, our Tony J Tyre – Winner of 2022 San Gabriel Reader’s Choice Awards!
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What does Esquire Mean?
By William C. Mason III Of Counsel

Upon completing their education, students in various disciplines such as physics, mathematics, or the social sciences obtain a Doctor of Philosophy (Ph.D.), medical students obtain a Doctor of Medicine (M.D.), and law school students obtain Juris Doctor (J.D.). Yet, while the degrees obtained by Ph.D. recipients, physicians, and attorneys all contain the term “doctor,” for [...]

By |2024-01-28T01:41:55+00:00April 20th, 2022|Аttorneys|Comments Off on What does Esquire Mean?
By William C. Mason III Of Counsel
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Taxes and Trusts

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 [...]

By |2024-02-20T18:06:14+00:00January 19th, 2021|Taxes, Trust, Аttorneys|Comments Off on Taxes and Trusts
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The Importance of HIPAA Releases In Today’s World
By Allyson S. Heller

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 [...]

By |2024-02-20T21:30:59+00:00August 24th, 2020|Estate Planning, HIPAA, Аttorneys|Comments Off on The Importance of HIPAA Releases In Today’s World
By Allyson S. Heller
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Taxes and Trusts

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 [...]

By |2024-02-21T17:13:18+00:00February 14th, 2019|Taxes, Trust, Аttorneys|Comments Off on Taxes and Trusts
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