Trust Scams in Estate Planning: What You Need to Know
Explore the dangers of trust scams in estate planning with Attorney Andrew Bethel. Learn about common pitfalls, a recent cautionary tale, and guidelines to select the right attorney.
The Hidden Pitfalls of Adding Children to Property Titles
Explore the dangers of adding children to property titles without legal insight, the repercussions it might hold for children, and the importance of professional consultation in estate planning.
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.
Shields Up: Guarding Your Estate Against Fraud and Undue Influence
Explore the complexities of California Probate Law §21380 with our comprehensive guide. Learn about donative transfers, the potential for fraud and undue influence, and methods to protect your estate planning process.
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.
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.
Decoding the Garn-St Germain Act: Implications for Heirs and Estate Planning
This comprehensive guide dives into the Garn-St Germain Act of 1982, its impact on estate planning, mortgage rules, and loan types. From the details of the due-on-sale clause to the coverage of different loan types, get a thorough understanding of this important federal law.
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.
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.
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.