Can My Chosen Executor Elect to Resign?

You put a lot of thought and care into who will serve as your estate plan executor. This person has many important roles that begin shortly after you pass away. They must gather your will and submit it for probate and then begin notifying creditors and analyzing all assets inside the estate. If you have… Read More »

Don’t Neglect a Holistic Estate Plan

There are many benefits to working with a Pasadena, CA estate planning lawyer, especially when you have specific goals you want to accomplish with your strategies. At our office, it’s our goal to help you build a comprehensive estate plan that covers all of your needs and guides you through the legal process. A lawyer… Read More »

Make Sure Your Commercial Real Estate Business Has a Business Succession Plan

Every business owner of all sizes should consider a business succession plan as part of their estate planning strategy. Transitioning ownership to a future generation or another buyer can be especially complex, particularly if you have not taken proactive steps to address succession concerns before you step down. Owning a real estate business comes with… Read More »

Roth Withdrawals and Gifting Your Roth

Passing on a Roth IRA remainder amount to your loved ones may be a goal as part of your estate planning. It’s also important to think about how your Roth IRA fits into your own drawdown strategy. One of the easiest ways to avoid taxes on retirement funds is to use a Roth IRA. You… Read More »