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Prenuptial Agreement vs. Will or Trust

The Difference Between a Prenuptial Agreement and a Will or Trust There was a time when most people heard about prenuptial agreements only when watching soap operas or Hollywood movies or reading a novel. For many of us, prenuptial agreements seemed to be reserved only for the ultrawealthy, where the continuation of dynastic family wealth […]

Plan Your Money Ahead of Time

Fears When Talking about Money Studies (Our History, The Williams Group, https://www.thewilliamsgroup.org/our-history, last visited May 20, 2021) have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs (An “heir” is someone entitled to receive a decedent’s property […]

Make Smart Gifts

Make Gifts That Your Family Will Love but the IRS Won’t Tax Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Make Annual Exclusion Gifts Annual exclusion gifts are transfers of money or property in an […]

Planning Your Property and Money

Preserving Your Money and Property Beyond the Third Generation Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond. The quotation “shirtsleeves to shirtsleeves in three generations” has often been attributed to Andrew Carnegie. The same concept has been echoed by […]

Estate Planning for Hindus

Estate planning is an essential aspect of life that should not be overlooked by anyone, including Hindus. The Vedas, the sacred scriptures of Hinduism, emphasize the importance of proper estate planning as it ensures that one’s assets and legacy are passed on to future generations in a smooth and efficient manner. Let us take a […]

Estate Planning for Mormons

Estate planning is an important aspect of financial planning that is often overlooked, but it is an essential element of creating a secure future for you and your family. This article is focused on the importance of estate planning in the life of Mormons who are called to be responsible stewards of their resources and […]

Estate Planning for Muslims

Estate planning is an important aspect of financial planning for individuals of all backgrounds and beliefs, including Muslims. The Quran, the holy book of Islam, offers several verses that emphasize the importance of planning for the future and being responsible stewards of our resources. Here are some citations from the Quran that highlight the importance […]

February 26, 2021
Estate Planning
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California Transfer on Death Deed (“TOD”)

California Transfer on Death Deeds (TOD Deeds) are a relatively new legal tool that can help Californians to easily transfer their real estate assets to their chosen beneficiaries upon their death. A TOD Deed is a revocable transfer-on-death deed that allows a property owner to transfer their real property without the need for probate. Probate […]

February 10, 2021
Estate Planning
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Living Trust Russian-Speaking Attorney in Bay Area, Sacramento, California

Are you looking for living trust Russian-speaking attorneys in San Francisco, Bay Area, Sacramento or any parts of California? Are you looking for a living trust Russian-speaking attorney in California? If so, look no further, because attorney & counselor at law Andrei Jingan is a dedicated estate planning attorney who is fluent in both Russian […]

Importance of Estate Planning for Jews

Estate planning is a critical process that involves preparing for the transfer of an individual’s assets and properties after death. As a Jew, estate planning is not only necessary, but it is also an essential part of Jewish life. The Torah provides a wealth of guidance on estate planning that can help Jews navigate the […]

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Category: Estate Planning