Category Archives: Estate Planning

U.S. Estate Tax Is On Your Right to Transfer Property at Your Death

Some people we talk with are confused about what the U.S. Estate Tax is and on what basis that would be owed and paid. According to the Internal Revenue Service the U.S. Estate Tax is a tax on your right … Continue reading

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Ways to Protect Your Estate Assets from Lawsuits at Orange County CA

  Probate courts in California are full of people prosecuting lawsuits and claims against decedent estates, trusts, trustees, administrators, executors, heirs, beneficiaries, and family members and caretakers.  So do your financial estate planning at Orange County CA carefully and protect your assets as … Continue reading

Posted in Estate Planning, Explore The OC, Live at Newport Beach, Live at Orange County, Newport homes and properties | Tagged , , , , , , , , , , , , | Leave a comment