Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Assets owned by an individual provide the landscape for an Estate Plan. A qualified estate planning attorney might recommend certain techniques because of the type of assets a client owns. In addition, the attorney may recommend the use of various entities, like a trust, to hold title to those assets. This is the second part of a two-part series exploring the … [Read more...] about How Do I Title Thee…Part II
How Do I Title Thee…Part 1
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. It’s impossible to fully understand Estate Planning without considering the goals of the clients, along with their underlying assets. After all, many of the more advanced Estate Planning techniques depend upon obtaining discounts for assets and considering which technique to recommend based on a client’s assets. Some clients lack specific knowledge regarding not … [Read more...] about How Do I Title Thee…Part 1
Community Shred Day 2022 (VIDEO)
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. … [Read more...] about Community Shred Day 2022 (VIDEO)
California Probate Thresholds (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses the 2022 updated California Probate Thresholds. … [Read more...] about California Probate Thresholds (VIDEO)
Repeal the Death Tax Act Initiative (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses the Repeal the Death Tax Act Initiative. This video was published on 4/12/22. Please note that this initiative did not receive enough signatures to make the November 2022 ballot You can view the fact sheet on the Repeal the Death Act Initiative here. … [Read more...] about Repeal the Death Tax Act Initiative (VIDEO)
California’s Proposition 19 Ballot Initiative (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses Proposition 19 which is on the November 3, 2020 ballot. Please note that our office is non-political and we will not express an opinion as to whether you should vote for or against the proposition. This vlog is to provide information about Proposition 19 and how if it is approved by the California voters, it would impact our clients and their estate plans. Proposition 19 is the Property Tax Transfers, Exemptions, and Revenue for Wildfire … [Read more...] about California’s Proposition 19 Ballot Initiative (VIDEO)
California’s Proposition 58 (VIDEO)
In this Vlog, Attorney Justin M. Kennedy discusses California's Proposition 58. Proposition 58 is a California constitutional amendment approved by the voters which excludes from reassessment transfers of real property between parents and children that has been effective since November 6, 1986. Proposition 58 is codified by section 63.1 of the Revenue and Taxation Code. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning … [Read more...] about California’s Proposition 58 (VIDEO)
