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December 2012 Archives

Equity Reduction Plan Helps Protect Real Estate and Business Assets

An Equity Reduction Plan (ERP) is designed to protect business or real estate assets, and can be a highly effective form of asset protection for those who have significant real estate holdings or own their business or professional practice (doctors, attorneys, etc).

How Estate Planning Can Protect Unmarried Couples Living Together

The last U.S. Census report showed that the number of couples living together without being married is at record levels. Estate planning can play an important role in protecting the assets of those who are living together in case they eventually split up.

7 Smart Moves to Make Before You Retire

Plan your transition. For some people, retirement is just as stressful as working. Experts advise planning your retirement time at least five years before you actually retire, but you can do it in less time if you are focused and can make the big decisions like where you will live and how you will spend your time.

Gift Planning Strategies to Consider Now

While we don't know yet what the new estate and gift tax structure will be for 2013, what we do know is that the unprecedented opportunity to pass along wealth via gifts will expire at the end of this month. If you are able to still take advantage of the 2012 rates before they expire, here are some gifting options:

7 Critical Estate Planning Moves You Need to Make

If you don't have a New Year's resolution in mind yet for the end of this month, consider making estate planning in 2013 a priority. Not only because we be faced with changes in the federal tax structure, but because it is one of the single best things you can do for your loved one.

10 Things to Discuss With Your Irvine Estate Planning Attorney Now

As Congress continues to debate the tax changes that will be coming in 2013, many people are concerned about the impact to their estate plans. If you have not made an estate plan, or have one that will need to be updated, then consider this list of 10 items you should be discussing with your Irvine estate planning attorney:

5 Estate Planning Tips for Boomers

If you're a baby boomer, then you should already have an estate plan. But if an estate plan has been on your perpetual "to do" list that has never gotten done, here are 5 tips to get you on your way now:

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