Tax Alert: Don’t put IRAs in a Trust!
Estate planning is a critical aspect of ensuring your assets are distributed as per your wishes and that your loved ones are protected after your
Klaus Gottlieb
July 29, 2023
Simultaneous Death of a Couple
The simultaneous death of a couple or other persons who stand to inherit from each other can cause problems. The California Probate Code has relevant
Klaus Gottlieb
July 23, 2023
Trusts for Asset Protection – An Overview
Many people believe that asset protection trusts can magically shield all of their assets from creditors or legal judgments. In fact, estate planners rarely speak
Klaus Gottlieb
July 6, 2023
Understanding Estate Planning: A Guide for Married Couples with Young Children
Estate planning is an essential part of financial management that often gets overlooked until it’s too late. It is a comprehensive process that involves planning
Klaus Gottlieb
June 23, 2023
What is a Power of Appointment Trust and why should you care?
This blog post discusses the use of Lifetime Income/Power of Appointment Trusts in estate planning, especially in light of potential reductions in the estate tax
Klaus Gottlieb
June 19, 2023
Piercing the Shield: The Limits of California Spendthrift Trusts
Introduction to Trusts A trust is a legal arrangement where one party, known as the settlor, transfers assets to a second party, the trustee. The
Klaus Gottlieb
June 16, 2023
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