by Bezaire, Ledwitz & Associates, APC | Last updated Feb 22, 2023 | Community, Estate Planning, Samuel B. Ledwitz
The Law Firm of Bezaire, Ledwitz & Associates, APC has been recognized by the City of Long Beach for their “philanthropic generosity, and leadership” as well as “seven years of dedicated work to the Long Beach Community.” Al Austin, Councilmember, 8th District and Samuel B.... by Bezaire, Ledwitz & Associates, APC | Last updated Feb 22, 2023 | Advanced Estate Planning, QPRT, Qualified Personal Residence Trusts, Taxes, Trusts
Clintons seek to avoid a tax they once supported Bill and Hillary are reportedly using tax advantaged strategies used by multimillionaires. Read More at fortune.com Qualified Personal Residence Trusts – Bezaire, Ledwitz & Associates, APC Qualified Personal Residence Trusts, or QPRTs (pronounced “cue-pert”), are Advanced Estate Planning instruments that help clients transfer their principal residence at a lower Estate/Gift Tax value. Clients benefit from a QPRT’s by transferring their principal residence into an Irrevocable Trust (meaning that the trust cannot be amended, modified, or revoked once it has been created and funded), and retaining a right to live in that residence for a period of years. The named beneficiaries of the trust will receive the residence from the trust when the term ends, should the Grantor survive until that time. Read More at Bezaire, Ledwitz & Associates, APC Video – Qualified Personal Residence Trusts, Bezaire, Ledwitz & Associates, APC [wp_lightbox_ultimate_youtube_video_embed videoid=”16BkGj4A2ls” playlist=”” width=”853″ height=”480″ hd=”1″ autoplay=”1″ display_control=”1″ fullscreen=”1″ autohide=”2″ theme=”dark” show_suggested_video=”0″ use_https=”” enable_privacy=”” show_logo=”1″ showinfo=”1″ auto_popup=”” direct_embed=”” anchor_type=”image” text=”” source=”https://smartestateplans.com/wp-content/uploads/2014/02/qprt.png”] Qualified Personal Residence Trust Viewpoints on Financial Planning A qualified personal residence trust is ideal for anyone who has a substantial estate and is expected to face future transfer taxes. One of the best tools to manage future transfer tax liability for wealthy families is a qualified personal residence trust (QPRT). Read More at http://www.bbt.com/bbtdotcom/wealth/retirement-and-planning/trusts-and-estates/qualified-personal-residence-trust.page The ABCs of QPRTs A popular estate planning technique in today’s growing real estate market is to transfer a residence to a qualified personal residence trust (QPRT) to reduce the size of the estate. This article provides a case study on the mechanics... by Bezaire, Ledwitz & Associates, APC | Last updated Feb 26, 2020 | Advance Health Care Directive, Affordable Care Act, Estate Planning, HIPAA, Trusts, Wills
Under the Affordable Care Act (“ACA”), low income persons under age 65 may enroll in the expanded Medi-Cal in order to meet the federal requirement that everyone have health care insurance. At age 65, Medicare covers doctor visits, hospital visits and some prescription drugs. Read... by Bezaire, Ledwitz & Associates, APC | Last updated Feb 22, 2023 | Advance Health Care Directive, Conservatorships, Estate Administration, Estate Planning, Executor, HIPAA, Trusts, Undue Influence, Wills
Beloved radio personality Casey Kasem passed away last Sunday, leaving behind a media legacy and some eye-opening lessons regarding end-of-life/estate planning. Read... by Bezaire, Ledwitz & Associates, APC | Last updated Feb 22, 2023 | Environment, Long Beach, Martin Ledwitz, Press, Staff
From The Air & Waste Management Association Website “Join the Air & Waste Management Association for our 107th Annual Conference & Exhibition on June 24-27, 2014 at the Long Beach Convention Center in Long Beach, California. This is the environmental industries’ premier education, networking, and solutions event where you will enhance your knowledge and network with fellow environmental professionals from around the world. The conference will feature a technical program boasting over 500 speakers, hundreds of exhibitors displaying the newest products and services, social tours and networking events, and professional development courses taught by leading instructors. The Air & Waste Management Association’s (A&WMA) Annual Conference & Exhibition returns once again to sunny Southern California, this time to the vibrant and digitally connected City of Long Beach. Long Beach is home to one of the world’s busiest seaports and is a center for transportation, industry, and progress. This, along with Long Beach’s convenient travel options, attractive climate, and endless entertainment, is sure to guarantee a spectacular conference experience for all!” Martin Ledwitz is a retired Lieutenant Colonel in the U.S. Air Force and Air Force Reserve. He has a B.S. in Engineering from NYU, an M.S. in Environmental Engineering from Washington State University, and diplomas in Management and International Relations from Air... by Bezaire, Ledwitz & Associates, APC | Last updated May 30, 2020 | Estate Administration, Estate Planning, Living Trusts, Trusts, Wills
a few minutes ago CHICAGO, Illinois – Every time you turn on the news, it seems like there is a new scam making headlines. By now, we’re all familiar with Bernie Madoff and his infamous Ponzi scheme. Many people have also heard about the “grandparent scam.” Read...