Andrew Bethel Andrew Bethel

Understanding the Key Role of Witnesses in Your Will

Explore the importance of witnesses in executing a Will, their role, who can be a witness, and the implications of having an interested witness. Discover practical advice on selecting the right witnesses and the need for professional guidance in estate planning.

Read More
Andrew Bethel Andrew Bethel

Mastering the Power of Appointment in Estate Planning

Uncover the complexities of the power of appointment in estate planning with Attorney Andrew Bethel. Understand its function, the difference between general and limited powers, the reasons for including it in your estate planning, and how it can be established and exercised.

Read More
Andrew Bethel Andrew Bethel

Demystifying Gift Taxes: A Comprehensive Guide

Delve into the world of gift taxes with this detailed guide. Understand what constitutes a gift for tax purposes, learn about the annual gift tax exclusion, reporting requirements, special rules, and exemptions. Essential reading for anyone involved in estate planning.

Read More
Andrew Bethel Andrew Bethel

The 1031 Exchange: A Comprehensive Guide for Investors

This detailed guide unravels the complexities of the 1031 exchange, a tax-deferment strategy that allows real estate investors to 'exchange' properties and defer capital gains taxes. Learn about the role of the Qualified Intermediary, federal and state regulations, and potential tax implications.

Read More
Andrew Bethel Andrew Bethel

Unpacking Reverse Mortgages: A Californian Perspective

Explore the intricacies of reverse mortgages in California in this comprehensive guide. Learn what a reverse mortgage is, eligibility requirements, and how it can impact your estate planning. Weigh the pros and cons to make an informed decision about this important financial tool.

Read More
Andrew Bethel Andrew Bethel

Navigating the Intricacies of a Revocable Living Trust: A Closer Look

This comprehensive guide, inspired by a discussion with Attorney Andrew Bethel of Bethel Law, unravels the complex nature of revocable living trusts. Dive into the fundamental structure and benefits of a living trust, and learn how it can aid in avoiding probate, managing real estate and bank accounts, and ensuring your assets are safeguarded for the future. Also, discover the other critical documents you need as part of your estate planning strategy.

Read More