Posts Tagged "estate planning"

Money and Trusts, Frequently Asked Questions

Posted on Mar 8, 2016 in Estate Planning, San Diego Lawyer | Comments Off on Money and Trusts, Frequently Asked Questions

Money and Trusts, FAQ Marty Schneider, the Retirement Professor, asked me questions the following questions on our radio show today: What happens to money outside of the Trust when the trust creator dies? The money must be transferred to the Trust but may require court orders to make the transfer. Smaller amounts of money can be transferred through the use of Affadavits. How can you make sure that life insurance is in the Trust? You can look in our your original policy or ask the insurance administrator or company to provide that information. How can you make sure the bank accounts are in...

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Estate Planning Fatigue

Posted on Nov 12, 2015 in California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Estate Planning Fatigue

Estate Planning Fatigue According to a recent survey conducted by, more than one-third of high-net-worth families have not set up a basic estate plan to protect and provide for their loved ones when they die. The survey found that 38 percent of millionaires with investable assets of $1 million or more have not established an estate plan with the help of a financial expert. Millionaires with $5 million or more were more likely to have an established estate plan with 68 percent having one. The survey also found that Republicans were more likely to use a financial advisor to set up an...

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Tax & Estate Planning Help on Social Media

Posted on Sep 10, 2015 in Estate Planning, San Diego Lawyer, Small Business, Taxes | Comments Off on Tax & Estate Planning Help on Social Media

Tax & Estate Planning Help on Social Media Did you know that you can get valuable tax and legal help throughout the year via social media? Whether you use social media daily, weekly or rarely, connecting with the available GQ Law and IRS accounts will get you access to free legal advice, success tips, information on IRS filing requirements and keep you updated about new tax deductions, tax brackets, etc.   GQ Law Accounts Twitter. Keep up with Gary, tax tips, links to videos @GQLaw Facebook. Links to posts on this blog. Posts cover legal and business topics ranging from guardianship...

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Whitney Houston’s Estate Plan

Posted on Aug 2, 2015 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Whitney Houston’s Estate Plan

Whitney Houston’s Estate Plan We’ve written on this blog before about celebrities and their notoriously bad Estate Planning. Often times these super stars leave their billions, homes, cars, jewels, royalties and family members in a big huge state of confusion, read about some specific cases in this post. With the recent passing of vocal icon Whitney Houston’s daughter Bobbi Kristina Brown, there has been quite a bit of media coverage regarding Houston’s estate. Whitney Houston’s Estate Plan was actually well in order and updated when she passed. She left...

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What is Probate?

Posted on Apr 24, 2015 in California Wills, Estate Planning | Comments Off on What is Probate?

What is Probate?   Probate is a term that is used in several different ways. Probate can refer to the act of presenting a will to a court officer for filing — such as, to “probate” a will. But in a more general sense, probate refers to the method by which your estate is administered and processed through the legal system after you die. Many people think that “Probate” only applies to those who do not have a will. This is incorrect. Probate is the process that helps transfer your estate in an orderly and supervised way. There is a big difference,...

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