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Law Office of Janet L Brewer
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Retirement plans, such as a 401(k), allow you to plan for later years. However, they aren’t free. Continue reading
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Usually, a life insurance policy will not be part of your estate for purposes of paying estate taxes. Continue reading
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With the recent changes to U.S. tax law, you may have heard news stories referring to the marital deduction and other technical tax terms and wondered whether they apply to you. International couples must take special care to evaluate the tax consequences of even simple money transfers due to the marital deduction rules. Continue reading
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Creating an estate plan often begins with drafting a will to explain how you would like your property distributed after your death. A pour-over will specifies that some or all of your property will be given to a trust rather than directly to individual heirs. “Pour-over” means that remaining property in your estate, after any specific gifts to individuals are made, goes directly into the trust. Continue reading
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Want a nest egg when you retire? Start early and save often. Continue reading
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Just what is it that make the elderly targets of financial abuse and what can you do about it? Continue reading
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A non-citizen can form a trust in California but will need significant legal advice on the tax consequences. Both California and the United States have some special laws for taxing trusts. The amount of tax could vary widely depending on who the trustee is, and several other factors. Continue reading
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When your family includes non-U.S. citizens and you want to make them beneficiaries, trustees, or executors for your estate, you need to talk to an estate planning professional immediately. Unfortunately, United States laws concerning non-citizens may lead to difficulties and unexpected expenses for your estate and relatives if you name... Continue reading
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Updating your estate plan is almost as important as making one in the first place. After you create your plan, many changes can happen in your life that mean your plan must change too. If you do not update the plan just before or just after these changes, your wishes... Continue reading
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Some non-U.S. citizens may choose to purchase life insurance policies in the United States. There are several advantages to these policies: helping with tax downsides of the low estate tax exemption for non-citizens, providing security for U.S.-based relatives, having coverage that is not available in your country of origin, and more. Continue reading
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In the United States, a parent can start a special college savings plan to save money for their children’s education. Most people refer to these saving plans as “529 plans”. 529 stands for the Internal Revenue Code law that creates the plans and governs their tax treatment. Continue reading
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The concept of estate tax portability allows married couples to share their gift and estate tax exemptions in ways that can result in tax benefits. Continue reading
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If you are a non-citizen spending time in California and you have people depending on you, consider signing a power of attorney. Powers of attorney allow other people to act for you in an emergency. Continue reading
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Digital is a relatively new asset area and will most likely grow the future. Continue reading
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Do you want to decide your estate plan or leave it up to the state to decide? Continue reading
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Choosing a trustee for your trust when you are not a resident of California requires you to consider all sorts of residency and tax issues. Continue reading
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The United States has entered into estate and gift tax treaties with several other countries. The purpose of a treaty is to reach an agreement between governments of two countries on issues affecting both countries. The estate and gift tax treaties affect tax treatment of gifts and estates for people who have ties to more than one country. Continue reading
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If you are planning to form a trust to hold foreign property or managed by a foreign trustee, you may wonder if California trusts are taxed differently than trusts formed in other countries. Unfortunately, there is no simple answer to this question. If your trust has any cross-border involvement, you need to speak to tax and estate planning professionals about how to proceed. Continue reading
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If you are not a resident of California and want to purchase property here, figure out the basics of property ownership before you put down your hard-earned cash. The laws differ for non-resident United States citizens and non-resident non-citizens. Continue reading
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An advanced directive can give you as well as your loved ones peace of mind. Continue reading
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If you have found your niche, now its time to take advantage of it. Continue reading
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Some Americans want to hide money abroad, while other Americans just want to live there. Either way, be aware of FATCA and the IRS. Continue reading
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Do you really want the state to determine where your assets end up? Continue reading
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Your lifestyle, budget and goals change. However, it is a good idea to go slowly on those adjustments. Continue reading
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If you don’t begin planning, until a life-changing event, you may find it is much more difficult. Continue reading