michelle

Newport Beach estate attorney

The Future of the Federal Estate Tax- 2021 and Beyond

The IRS recently announced the 2021 federal estate tax rate limits, which are $11.7 million for individuals and $23.4 million for married couples. This is increased from $11.58 million and $23.16 million respectively in 2020. Under this new guidance, wealthy Americans will be able to leave up to $23.4 million to their heirs without being subject to federal estate tax rates, which top out at 40%. The federal gift tax exemption will …

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Newport Beach elder law

How to Help Your Older Loved Ones Avoid Fraud and Victimization- Part 2

In part one of this series, we provided a general overview of the ways that seniors are preyed upon by scammers and those who would seek to gain control of the elderly person’s finances for their own benefit. However, in order to stop fraud, it’s important to know the specifics. The following post will walk …

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Orange County elder law attorneys

Orange County Elder Law Attorneys on How to Help Your Older Loved Ones Avoid Fraud and Victimization- Part 1

Elder fraud and financial exploitation have become an epidemic. As Orange County elder law attorneys, we are seeing more than ever before, con artists and family members alike taking advantage of their elderly relatives, friends, or neighbors. The best defense against elder fraud is having caring friends or family with the senior’s best interests at …

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Orange County Will and Trust Lawyer

Estate Planning and Divorce: What to Know | Orange County Will and Trust Lawyer

As an Orange County will and trust lawyer, I know that estate planning offers legal protection for families and individuals through all of life’s transitions. Using tools such as wills, trusts, powers of attorney, and healthcare directives, estate planning helps individuals protect their wishes, safeguard their assets, and ensure provision and care for their loved …

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