REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in Estate Planning, New Parents, Planning for Incapacity, high-net-worth clients on Jul 7th, 2009
I can’t over-emphasize the importance life insurance can play in your estate plan! Often, a person or couple will delay buying life insurance until they feel they can better afford it. However, that’s not wise. The older you get, the more expensive new life insurance policies become and the less insurable you become. At some [...]
Posted in Estate Planning, high-net-worth clients on Jul 3rd, 2009
Like the federal government, most states have some form of Estate Tax (sometimes incorrectly called a ‘death tax’ by some). The states generally follow the federal government’s exemption amounts – anyone who dies with less than the exemption amount in their estate is spared taxation. California, however, is not one of those states. California has [...]
Posted in Estate Planning, Living Trusts, New Parents on May 18th, 2009
Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk clients through the maze of choices they need to make as responsible [...]
Posted in Estate Planning, Living Trusts, high-net-worth clients on Apr 8th, 2009
The Wall Street Journal and other sources have reported that President Obama wants to freeze the estate tax credit at its current level. This means that estates with less than $3.5 million in value can be transferred free of the estate tax at death. In other words, the vast majority of us (98%) won’t have [...]
