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

Here’s a scenario I see all too often in our practice: A couple comes into my office to have their living trust reviewed. They tell me they responded to a mailer offering a steep discount to draft an estate planning package, but after signing their documents, they felt uneasy. As I go through each document,…

As we know, the holidays are a time for family and friends, when people travel far and wide to be with loved ones. With all the hustle and bustle of the holiday season, it’s important to plan for the unexpected. If you were injured in an accident and could no longer make decisions for yourself,…

This is something I hear almost weekly in my office. Most clients are surprised to hear that the general answer is “the government will not take your money.” Estates will usually pay little-to-no money to the government through taxes unless there are debts owed to governmental agencies such as Medi-Cal. There are two types of…

Recently, I’ve met with many clients who have revocable living trusts, and other estate planning documents, that were executed some fifteen or twenty years ago. The issue with many of these estate plans is that they are non-compliant with privacy rules established by the Health Insurance Portability and Accountability Act (HIPAA). As a result, their…

As an attorney who practices primarily in estate planning, I often encounter people who ask, “Why do I need an estate plan?” I usually answer, “So your last wishes are carried out properly in the most timely and cost effective way possible.” However, this statement does not cover all aspects of estate planning. In my…

Many new clients first come into my office saying they “want a trust.” What those clients don’t know is that a trust is just one of the four essential estate planning documents that most estate planning attorneys recommend to ensure all of the clients’ “bases are covered.” Put simply, these four essential documents are: Revocable…

The simple answer is no. Most trusts drafted by estate planning attorneys are amendable and revocable. The main idea behind having a trust drafted is protection. A trust protects your beneficiaries in a two major ways. First, a trust allows you to leave your assets to the people you choose in the manner you desire….

How Will Tax Reform Impact Seniors and Persons with Disabilities? The Tax Cut and Jobs Act (TCJA) is now officially law. Both the House and Senate passed the new tax reform bill in December with straight party-line votes and no support from Democrats. President Trump signed it into law right before Christmas. It is the…

The simple answer is no. Most trusts drafted by estate planning attorneys are amendable and revocable. The main idea behind having a trust drafted is protection. A trust protects your beneficiaries in two major ways. First, a trust allows you to leave your assets to the people you choose in the manner you desire. For…