Everyone needs to think about estate planning. Case in point, Luke Perry. On March 4, 2019, actor Luke Perry—best-known for his roles in Beverly Hills 90210 and, more recently, Riverdale—passed away. Because he was only 52 years old, the cause of his death was a surprising one. No one thought …
Read MoreIs My IRA Included in My Estate? Some Tips and Common Mistakes
By now, you’ve probably been contributing to your IRA for many years. It’s the nest egg that is going to get you through the best years of your life. But there’s one question you need to ask yourself: is my IRA included in my estate? We don’t want to think …
Read MoreWhat Does an Estate Planning Attorney Do? Plan for the Future
You’ve probably heard a lot about creating a will and an estate plan. But perhaps you’re not quite sure what exactly an estate planning attorney can do for you. You might think planning starts and stops with drafting a last will and testament, but the truth is, an attorney in …
Read MoreLiving Will: Planning Now Could Spare Your Family Some Grief
My name is Alejandra Moreno from Casal and Moreno, and I’m an estate planning, guardianship, and probate attorney, and as part of my estate planning practice, I also focus on living will and other end of life matters. We had a couple. The husband did everything for his wife. He …
Read MoreCan My Business Survive Without Me? Not Without a Business Succession Plan
You’ve worked practically nonstop since starting your business to get to where you are today. The sacrifices you’ve made—sacrifices to your social life, mental well-being, and most likely your physical health—have been difficult, but they were totally worth it, right? If given a choice, most business owners would want to …
Read MoreForeign National Buying a Business in the U.S.: What to Consider
We’re helping clients—foreign nationals buying a business in the United States that are coming to a foreign country where they don’t have the knowledge that they have from their own country—navigate very complex tax and business laws in order to build the most efficient tax and legacy structure possible for …
Read MoreEstate Planning: Will You Leave Your Children’s Future to Chance?
Clients, when they are thinking about estate planning, their focus should be less on their inheritance and more on how they can take care of their kids if they are unable to. My name is Alexandra Moreno, and I am an estateship, guardianship, and probate attorney. Why You Need Estate …
Read MoreEstate Planning: Does It Matter If You Live Abroad?
In ordinary circumstances, estate planning is a critical step to take when considering how to protect your family and your property. In the event that you pass away, you want to know that your family will get what they deserve; that any business dealings you have will go the way you …
Read MoreCommunication is Key in Estate Planning
The key to successful estate planning is communication from the outset. In planning, most distribute their wealth and assets equally to their heirs. Some, however, opt for unequal distribution. This typically occurs under certain circumstances such as an heir with a disability or an estranged son or daughter. If you …
Read MoreCommon Excuses for Avoiding Estate Planning
Many individuals avoid meeting with an estate planning lawyer for a variety of reasons. Ranging from “I don’t own enough to worry about it” to “I don’t want to think about dying” and everything in between, it is easy for most to continuously put it off. The problem with putting …
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