In this Vlog, Attorney Justin M. Kennedy discusses the importance of continuing legal education, and why our office is different with regard to the
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ESTATE PLANNING SERVICE
Estate planning is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others.
Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.
When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death. Estate planning can be accomplished through a variety of methods, including:
In California, the probate code sets a statutory fee for attorneys and executors for the administration of an estate. Many families are shocked to learn just how much the probate process will cost them, often leaving them with a much smaller inheritance than they’d expected.
Use our calculator below to estimate Probate fees for estates over $184,500, but less than $10,000,000.
Probate fees are set by California Probate Code Section 10810.
Protect Your Family's FutureDownload our free "Protecting the Future" worksheet to get started!
Elder Law and Medi-Cal Services
Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that we stand a 40 percent chance of needing long-term care at least once before we die. Therefore, everyone should take into account that at some point residency in a nursing home or an assisted living facility may be needed.
However, the substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medi-Cal.
In this Vlog, Attorney Justin M. Kennedy discusses the July 2022 Medi-Cal Asset Limits.
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Attorneys often
In this Vlog, Attorney Justin M. Kennedy discusses the federal priority statutes and how they can create personal tax liability for a Trustee.
In this video, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize interviews Dementia Counselor Tami Anastasia about transitioning
In this Vlog, Attorney Justin M. Kennedy discusses President Biden's Proposed Tax Plan.
Leading Silicon Valley estate planning and elder law attorneys, Justin M. Kennedy and Maggie A. LaBranch-Gonzales, and Director of Marketing and
Thank you to everyone who participated in our 2022 Community Shred Day on May 7th. Together we raised $1,101 for the Alzheimer's Association.
In this Vlog, Attorney Justin M. Kennedy discusses the 2022 updated California Probate Thresholds.
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