This is Family Security Law Group, APC's Typepad Profile.
Join Typepad and start following Family Security Law Group, APC's activity
Join Now!
Already a member? Sign In
Family Security Law Group, APC
Recent Activity
Image
“The executor is responsible for finding a buyer and doing all that is necessary to get the best price possible.” It’s not uncommon for the surviving parent to leave the family home to her children. At the parent’s death, questions often arise concerning how long the children have before they... Continue reading
Posted Oct 4, 2019 at Family Security Law Group, APC
Image
“People who bother about estate planning, often have a tendency to collect interesting and often valuable items, from art and antiques, watches to jewelry, to firearms and baseball cards to numismatic or bullion coins.” Forbes’ recent article, “Astute Estate Planning For Art, Antiques And Valuable Collectibles,” says that personal property... Continue reading
Posted Oct 3, 2019 at Family Security Law Group, APC
Image
“Credit cards, a car loan, a mortgage—whatever debt you’re carrying around, doesn’t just disappear when you die.” When you die, your debts do not. Your executor will be required to pay them using your assets. That means that any unpaid debt can reduce the wealth you’ve left behind for your... Continue reading
Posted Oct 2, 2019 at Family Security Law Group, APC
Image
“Estate planning for a child with special needs can be challenging.” Estate planning is important for everyone, but it’s even more crucial for a family with a child who has special needs. It’s difficult to create an estate plan for children with special needs, because you don’t know what type... Continue reading
Posted Oct 1, 2019 at Family Security Law Group, APC
Image
“Most of us would like to be remembered for who we were, not what we had. If you have any assets that you’ve accumulated during your lifetime that you plan to leave behind, it’s on you to figure out who gets what.” What and how you leave your wealth can... Continue reading
Posted Sep 30, 2019 at Family Security Law Group, APC
Image
“A new law requiring credit bureaus to offer you free freezes applies to children, too. It’s easier than you’d expect, but you may still have questions. Here are some answers.” You can now freeze your child’s credit files for free, and it isn’t that hard to do, says The New... Continue reading
Posted Sep 27, 2019 at Family Security Law Group, APC
Image
“Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.” Even if your financial life is pretty simple, you should have a will. However, there’s more work to be done. Assets must be properly titled, so that assets are... Continue reading
Posted Sep 20, 2019 at Family Security Law Group, APC
Image
“Do I file 2018 tax returns for my father? He passed away in October 2018.” Generally, when someone passes away, the final individual federal and state tax return must be prepared and filed in the same way as when they were alive, says nj.com, in the recent article, “What tax... Continue reading
Posted Sep 19, 2019 at Family Security Law Group, APC
Image
“A few simple steps now, will greatly ease many of the transitions you are likely to face in the coming years.” What can you do to make sure your mother’s financial affairs are in proper order? The Monterey Herald’s recent article, “Financial planning: Making sure Mom is taken care of,”... Continue reading
Posted Sep 18, 2019 at Family Security Law Group, APC
Image
“For the second consecutive year, family conflict was identified as the leading threat to estate planning.” A recent survey conducted by TD Wealth at the 53rd Annual Heckerling Institute on Estate Planning found that nearly half (46%) of respondents said that family conflict was the biggest threat to estate planning... Continue reading
Posted Sep 17, 2019 at Family Security Law Group, APC
Image
“Not everyone is cut out to make key decisions when a loved one can't.” Next Avenue’s article, “Saying ‘No’ to Power of Attorney Duty,” says that not everyone’s cut out to be a power of attorney (POA)., There are many reasons children and others may need to say no when... Continue reading
Posted Sep 16, 2019 at Family Security Law Group, APC
Image
“This is a sad reminder that families who don’t agree on end-of-life measures can cause friction and additional grief, at a time when unity should be a primary concern.” It’s not that uncommon for a senior to injure himself in the regular course of living at home as he ages.... Continue reading
Posted Sep 13, 2019 at Family Security Law Group, APC
Image
“There are many types of taxes to consider in connection with an estate: estate tax, inheritance tax and income tax.” After the last surviving parent passes away, the estate may sell the family home. The proceeds are then divided up, pursuant to the directions set out in the will or... Continue reading
Posted Sep 12, 2019 at Family Security Law Group, APC
Image
“Legal experts say estate planning doesn't have to be complicated or costly.” When a parent dies somewhat unexpectedly, adult children may be overcome by grief. However, they then may become overwhelmed by frustration. It’s almost too difficult to mourn right now—because the family can be too busy trying to take... Continue reading
Posted Sep 11, 2019 at Family Security Law Group, APC
Image
“Try to work things out with the executor, before you take the next steps in a dispute over an estate.” It’s not uncommon for a senior to let her adult children know about her life insurance policies. In many cases, it’s because that child or all of her children are... Continue reading
Posted Sep 10, 2019 at Family Security Law Group, APC
Image
“Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can pay expenses, such as the estate tax and keep other assets intact.” Let’s say that Howie passes away and leaves... Continue reading
Posted Sep 9, 2019 at Family Security Law Group, APC
Image
“After years of hard work, you are certainly entitled to a happy retirement. You may have already started daydreaming about it, at least a little. Will you travel the world, volunteer for your favorite charity, go fishing every day, or just spend more time with the grandkids? The post-retirement possibilities... Continue reading
Posted Sep 5, 2019 at Family Security Law Group, APC
Image
“As life happens and things change—and as you pass big milestones like getting married, having children or retiring—your estate plan and will should change too.” When a person hits the age of 18, they should at least have powers of attorney to designate who will make their healthcare decisions and... Continue reading
Posted Sep 4, 2019 at Family Security Law Group, APC
Image
“Estate planning isn't only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones, even if you don’t have a pricey home, large IRA or valuable art to pass on.” Many people spend more time planning a vacation than they do thinking... Continue reading
Posted Sep 3, 2019 at Family Security Law Group, APC
Image
“In this article, we are going to give you the reasons why you should hire a Thousand Oaks Estate Planning lawyer for your estate plan.” A common question among people is “Can I write my own will?” or “Do I really need a lawyer to do my estate planning?” The... Continue reading
Posted Sep 2, 2019 at Family Security Law Group, APC
Image
“If you were one of the masses whose divorce was finalized in 2018, now is the time to revise your estate plan.” The recent changes in the tax laws created increased year-end activity for those trying to finalize their divorces by December 31—prior to the effective date of the new... Continue reading
Posted Aug 30, 2019 at Family Security Law Group, APC
Image
“If you have a lot of wealth, now is the time to take advantage of giving some of it away to loved ones, charity or anything else dear to you. If they inherit your estate, they get another benefit. Reason: The new tax law has given a big break to... Continue reading
Posted Aug 29, 2019 at Family Security Law Group, APC
Image
“The Tax Cuts and Jobs Act signed into law in December 2017 could have a big impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.” If you haven’t reexamined your estate plan in light of the changes in the Tax Cuts... Continue reading
Posted Aug 28, 2019 at Family Security Law Group, APC
Image
“It's important to understand that Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage.” Medicare Part A and Part B are also known as Original Medicare or Traditional Medicare. These two parts cover a large portion of your medical expenses, after you turn age... Continue reading
Posted Aug 27, 2019 at Family Security Law Group, APC
Image
“Let's break it down on why millennials need life insurance and how companies are starting to understand this trend.” We're all going to die someday. That’s one of the only certainties in life, along with taxes. However, a recent study by Budget Insurance found that 82% of millennials don't know... Continue reading
Posted Aug 26, 2019 at Family Security Law Group, APC