Tag Archives: real estate
Digital Assets in Estate Planning; Mortgage Crisis Scams; Loan Modification and Other Mortgage Workouts
One of the more-frequent situations that estate planners have to deal with, along with executors to wills, is the existence and growing popularity of digital accounts and other online assets, such as email, social networking sites like Facebook and its … Continue reading
Posted in Asset Protection, Distressed Property, Estate Planning, Loan Modification, Residential Real Estate, Short Sale, Strategic Foreclosure
Tagged account usernames, advertising, database, digital assets, executor of an estate, Facebook, iCloud, Instagram, real estate, scam, social networking sites
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Gifts For Your Children: Selling or Transferring Property To Your Kids (Plus a Few Tax-Time Tips)
At this time of the year, we feel compelled to remind our followers of a couple of tax-time tips, all of which we have discussed several times in recent months: Recent changes to the law have forced financial institutions that … Continue reading
Posted in Estate Planning, Estate Tax, Gift Tax, Radio Show: Wealth Preservation and You, Residential Real Estate, Tax Law, Trusts & Estates
Tagged Brokerage Accounts, estate plan, Estate Tax, fair market value, inheritance, inheritance tax, irs office, licensed real estate broker, Offshore Assets, real estate, tax time tips
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Estate Planning for Special Assets: Family Business, Out of State Assets, Companion Animals, Trustee Duties
When we have previously discussed estate planning, we’ve primarily focused on situations that involve the basics of how to handle real estate or liquid assets like stocks and bonds, so your beneficiaries receive as much as possible of your estate … Continue reading
Posted in Asset Protection, Business Law, Estate Planning, Estate Tax, Partnerships, Radio Show: Wealth Preservation and You, Succession Planning, Trust Administration, Trusts & Estates
Tagged asset protection trust, attorney, back taxes, Bay area, business structures, companion animal, Companion Animal Trust, Companion Animals, Connie Yi, dental broker, dental care, dental practice, dentist, Estate Planning, estate planning attorney, Family Business, family dynamics, Family Limited Partnership, family limited partnership flp, Family Partnerships, farmer, FLP, food and beverage, Husband and Wife Business, inheritance tax, IRS, KDOW, legal practice, Limited Liability Corporation, liquid assets, LLC, Offshore Assets, offshore bank, Out of State Assets, overseas bank accounts, Pleasanton, real estate, real estate development, San Francisco, San Jose, San Mateo, Small Business Administration, Special Assets, stocks and bonds, succession planning, tax return, Treasury Department, vineyard, Wealth Management and You
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