Estate PlanningComprehensive Estate Planning
Estate Planning is the area of the law which deals with putting property to the best possible use for your benefit during your lifetime and for the benefit of your “beneficiaries” after your death. If the estate has been well planned, your assets should be distributed according to your wishes at a minimum of time and expense.
Estate Plans have multiple components. The components used within your Estate Plan depend on your financial and personal circumstance along with how you intend for your assets to be managed while alive and deceased.
Regardless of your personal situation, an Estate Plan should have at a minimum:
Here is a quick definition of each of the elements of an Estate Plan:
A Living Trust
The document that states how your assets are distributed upon your passing.
This is a “safety net” to your Trust, If something is not within your Trust, you can specify how it is distributed within your Will.
If you are married, this document defines how property is characterized within your trust.
A Durable Power of Attorney for Property and Personal Affairs
This states how you wish for your property and personal affairs to be managed in the event of your incapacitation.
Your Advance Health Care Directives
This states who are your Health Care Agents and specifies instructions to an assigned Health Care Agent.
Authorization for Release of Medical Information
(HIPAA Waiver) This states who has authority to access your medical records.
Estate planning is the process of establishing a Trust, Will, Durable Power of Attorney, and other related documents during your lifetime.
Probate is the legal proceeding supervised by the Superior Court used to transfer title to assets when a person is deceased.
Advanced Estate Planning
Families with substantial estates require additional strategies beyond a typical Estate Plan to reduce and offset Estate Tax liabilities.
The quickest way to get assistance is to contact us directly at 310-316-2400 or by emailing us at email@example.com.
Estate Planning Lessons We Can Learn From Elvis’ Mistakes
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
How the ERC can help keep businesses on track financially
It’s no secret that the past few years have been rough for most business owners. But just because the pandemic is just about in the rear-view mirror, that doesn’t mean financial help for businesses is no longer available.
Longtime estate planning attorney Samuel B. Ledwitz, who also works with dozens of small business owners, said the employee retention credit — or ERC — can still help businesses get back — or stay — on fiscal track.
Digital Assets and Estate Planning
When estate planning for digital assets, it’s important to consider the following: Identify what digital assets you have: This includes social media accounts, email accounts, online banking and investment accounts, and any other digital assets that may have financial or sentimental value.
Determine who will have access to the assets:
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