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December 2014 Archives

Seeking help to make sure your estate plan is carried out

If you're living in Orange County and find yourself trapped in the probate process, you may feel that there is simply no way to organize everything for your estate. There are people who can help you make sure the bills, liabilities and other aspects of an estate are covered, and that can help you make sure that your beneficiaries and assets are taken care of properly.

How to discuss estate planning during the holidays

As Christmas draws near, families are planning to get together to celebrate the last holiday of the year. In these situations, there may be talk about estate planning, future inheritances, and what aging parents should do to protect their estates from undue taxes and potential waste (from beneficiaries). Every family is different, and some may be very uncomfortable with discussing how their estate plans may be created (or maintained). Other families may be very forthcoming in talking about end-of-life choices and who may be responsible for administering an estate.

Joan Rivers' will names daughter as executor

The comedy world lost an icon in September when Joan Rivers lost her life to complications during a surgical procedure. Much has been made about the impeding medical malpractice lawsuit, the investigation against the Yorkville Endoscopy Clinic, and the citations issued by the Centers for Medicare and Medicaid Services.

Important considerations for end-of-year tax planning

Now that the holidays are here, many people are wondering how to complete their shopping without blowing their budget. Others are considering how to maximize their end-of-year charitable giving so that their tax bills will be manageable come April. With tax planning in mind, it is helpful to talk about the annual gift tax exclusion, as well as the federal estate tax exemption. 

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