One of the basic goals when planning your estate is to minimize to the extent possible any money due to the federal government, thereby maximizing your future beneficiary’s inheritance. Tax [...]
This blog article responds to questions we frequently receive about trust funding. The failure to properly fund a trust often has adverse consequences that are preventable. At Naimish & Lewis, we [...]
Often portrayed in movies by families fighting over a large inheritance left by the rich benefactor who may, or may not, have lost their marbles (insert plot twist), capacity can be a major issue [...]
An estate plan should be designed properly to protect your beneficiaries. When designing your estate plan, you should try and anticipate things that may go wrong or something unexpected that [...]
If you’re considering a legal conservatorship for an adult in California, it’s important to understand the process and responsibilities involved. In California, conservatorship refers [...]
A medical power of attorney (POA) is a legal document that allows you to appoint someone to make medical decisions on your behalf if you are unable to do so.
A power of attorney is a legal document that allows you to give a person of your choice the authority to manage your finances or make health care decisions for you. You want to have a separate [...]
There are many methods of avoiding a formal probate. Once you have a good idea of the assets of the estate, you may take the following initial steps in order to determine what assets may require [...]
