Recorded: May 2021 Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group PLAYING ROBINHOOD — WILL CONGRESS RAISE ESTATE AND GIFT TAX ON THE RICH IN 2021? Top elder law attorney Dennis Sandoval will discuss everything you need to know about...
Taryn Holstrom
How A Proper Estate Planning Strategy Is Essential For Children with Special Needs
Parents are increasingly raising children and grandchildren with disabilities. Several of these children and grandchildren will never be capable of working and will be dependent on government assistance programs for income, housing, and/or health care. There are...
Planning for incapacity may be necessary. Here’s why.
It is imperative to have an estate plan in place to avoid probate, save on taxes, and ensure that your assets are transferred according to your wishes. A plan should also include how your affairs will be handled if you become incapacitated and unable to make decisions...
Pen and Ink May Do for a Valid Will
More commonly known as holographic wills, handwritten wills are often implemented during emergency situations, namely when death is looming and an attorney is nowhere near. Handwritten wills existed prior to the use of wills typed with the help of computers and...
New Law Ushers in Major Retirement Changes
There's been buzz about new retirement plan provisions for weeks, and now they're final, bringing about changes to various federal rules and adding flexibility for current and future retirees. The Secure 2.0 Act of 2022, part of the Consolidated Appropriations Act...
2023 Annual Tax Law Adjustments
The Internal Revenue Service has released the tax year 2023 annual inflation adjustments for dozens of tax provisions, including the tax rate schedules and other tax changes. Here are some of the key changes. Standard deduction The standard deduction for married...
What Is A Conservator?
When beginning your estate plan, your first task will be to inventory what you own. You may be surprised by all the tangible and intangible assets you have. Estimate some values but obtain an appraisal on your home and statements from financial accounts. You will then...
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