Tag Archives: beneficiaries
Tax Planning for Next Year; Digital Assets; Loan Modification & Deed-in-Lieu Programs; Trusts & Trustees
As the dust of this year’s tax season settles, our thoughts have already started to drift toward preparing next year’s returns. It is never too early to consider how to pay less taxes (or to be better prepared for next … Continue reading
Posted in Asset Protection, Filing Your Tax Return, Loan Modification, Tax Return Preparation
Tagged Android, Apple, back taxes, back-up system, beneficiaries, benefit deductions, borrower, call-in show, Deed-in-Lieu, digital files, distressed properties, estate plan, file tax returns electronically, fireproof container, foreclosure, HAFA, Home Affordable Foreclosure Alternatives, IRS audit, IRS2Go, lender, liens, Living Trust, loan modifications, maximize deductions, minimize taxes, mobile device, paper receipts, pay less taxes, paycheck stubs, payroll deductions, podcast, probate minimum, professional relationship, receipts, record-keeping, Scan, short sale, social site account, status of your refund, tax deductions, Tax Preparer, tax professional, tax refund, transfer real estate, Trustees, underwater real estate
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The Probate Court Process; What Constitutes a Proper Will; Contested Wills
The most important message we like to communicate about probate court is that it should be avoided at all costs – under most circumstances. We recently discussed this issue on our weekly radio and web broadcast on KDOW 1220 AM, … Continue reading
Posted in California Trust Law, Estate Planning, Probate, Radio Show: Wealth Preservation and You, Trusts & Estates
Tagged Bay area, beneficiaries, California Estate Planning Attorney, California Probate Code, complex family structure, conflict of interest, Connie Yi, Contested Will, designated beneficiaries, disinterested parties, estate planner, executor of the estate, Financial accounts, fireproof lockbox, IRA, jurisdiction, KDOW, liquid assets, Mark Morris, no contest clause, own handwriting, Pleasanton, Probate, probate court, Proper Will, public notice, safety deposit box, San Francisco, San Jose, San Mateo, state of mind, testamentary intent, trustee, undue influence
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