Watch Video At Kaiser Law Group, we want to make you aware of a growing trend of misleading solicitations that target California residents. These solicitations often look like official government correspondence, but they’re actually deceptive marketing efforts by private companies trying to sell you public records or unnecessary services. What Do These Solicitations Look Like? These deceptive mailers often contain official-looking
Curtis Kaiser, a board certified Estate Planning Attorney with Kaiser Law Group and Nick Strain, a Senior Wealth Advisor with Halbert Hargrove discuss special planning opportunities and pitfalls for various retirement assets. This webinar is especially relevant for families who have a significant portion of their assets in tax-deferred accounts (401k, IRAs, and other retirement accounts) Takeaways from the Webinar: Understand
Watch Video For many families, pets are cherished members of the household, and it’s important to plan for their care in case something happens to you. A recent New York Times article highlights various strategies, from informal agreements with trusted friends or family to formal pet trusts that provide financial support for your pet’s care. You can read the full article
Watch Video Reward points from loyalty programs, such as credit card points, airline miles, or hotel rewards, often have specific terms and conditions that govern their transferability, including in the event of death. In many cases, these points cannot be passed down through an estate plan because they are considered non-transferrable and expire upon the account holder’s death. Some programs may
In this November 2024 webinar (about 40 minutes), Kaiser Law Group walks through the Family Care Meeting: how to talk with your family about your estate plan. A Family Care Meeting brings together spouses, adult children, successor trustees and beneficiaries so everyone understands the plan, their roles and your wishes before they’re needed. Family meetings are part of our ongoing Legacy
This Wall Street Journal article from last month captures the often-painful discovery made by loved ones after a death that Trusts don’t control all assets – only assets for which title is held in the name of the Trust. *subscription link required (may not be required): email Lorie if you want a link to the article and don’t have a subscription to the WSJ* Kaiser Law
I thought that using a tortoise as a real-life example and a metaphor for estate planning was pretty clever, so I wanted to pass along this summer article from the Wall Street Journal entitled “Tortoise Estate Planning.” *subscription link required (may not be required): email Lorie if you want a link to the article and don’t have a subscription to the
This article from the New York Times (April 29, 2023) addresses planning opportunities and challenges for those without children. *subscription link required (may not be required): email Lorie if you want a link to the article and don’t have a subscription to the NYT* Our clients who don’t have children have a special opportunity and challenge in planning their estates. For
Happy Back to School to our clients with school-aged children! Why are we already bugging you about January 1, 2026?! As part of the 2017 tax cut deal, the estate tax exemption (amount that an individual can give away during their life and at their death without taxes) was doubled to $10M per person and indexed with inflation through the end