Posts Categorized: Estate Planning

Fiscal Cliff Fallout

The question of whether or not the United States was going to fall over the “fiscal cliff” dominated the news in the weeks and days leading up to the new year. If we would have...

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Answering a Common Tax Question

People often ask San Diego estate planning lawyers about the taxes that must be paid when gifts are given. A common question involves reporting a cash gift as income when you are filing your tax...

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Taxes

Congress did it! The Bush tax cuts have been extended, which means that no one should get a tax increase come Jan 1st..In fact, if you’re working, your social security withholding will be decreased (but...

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The Duties of an Estate Executor

Have you been named as an executor for a loved one’s estate? As an executor your job is to organize and settle the affairs of your family member. Whether you have been named by a...

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5 Things Your Estate Plan Can Do For You

Everyone knows that an estate plan can ensure your heirs receive the right inheritance. But did you know there are other benefits too? Here’s five things a good estate plan can for you. Protect Against...

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Is Your Estate Plan Valid?

Even though you have your estate plan in place, it could still face legal problems if any part is deemed invalid. What you thought was a perfectly sound estate plan could turn into a probate...

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Setting Estate Planning Goals

Having an idea of what you’d like your estate plan to do is a great first step to creating the plan itself. Setting goals will help you identify the tools you need to make the...

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What is a Durable Power of Attorney?

Estate planning is all about protecting you and your loved ones from the unknown. One of the ways to do that is to use an estate planning tool called a Durable Power of Attorney. This...

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