Executor To A Will: Responsibilities That Come With This Job
If you have been named an executor in a will, you probably have quite a few questions and concerns. When a loved one passes away, you are bo
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Gabriel B. Lenhart
- Mar 3, 2020
What is Probate? Avoid The Painful Probate Process
Here in California, probate proceedings can be long, costly, and confusing. It's no wonder so many people take steps to spare their families
Gabriel B. Lenhart
- Jan 9, 2020
Letters Testamentary: Get Exactly What You Need
If you’re the executor of an estate, you have plenty of responsibilities. You need to gather and inventory assets, pay debts and expenses...
Gabriel B. Lenhart
- Oct 16, 2019
How To Avoid Probate: Plan Ahead, Avoid Probate
Most people believe that having a last will and testament will help them avoid probate, but that misconception can cause a lot of...
Gabriel B. Lenhart
- Jun 1, 2019
Is My Trust Plan Fool Proof? A Second Opinion On Your Trust
A living trust can be used to safeguard finances, increase privacy, manage assets, and it can help you avoid the dreaded probate process...
Gabriel B. Lenhart
- Apr 11, 2019
How To Avoid Conservatorships: Planning Ahead For Your Loved Ones
With proper planning, there are ways to avoid a conservatorship. Powers of attorney, living trusts, advanced health directives, and other...
Gabriel B. Lenhart
- Mar 29, 2019
End Of Life Planning, Where To Begin: The Most Important Conversation
Talking is the single most important thing that you can do to prepare for the death of someone you love.
Gabriel B. Lenhart
- Dec 11, 2018
Death & Finances: Let Us Help You During This Difficult Time
It can be a confusing and distressing time when a loved one passes away. If you're responsible for making the funeral arrangements or...
Gabriel B. Lenhart
- Apr 11, 2017
Beware the Pitfalls of Transfer on Death Deeds
On January 1, 2016, AB 139 passed which purportedly created a new way for California property owners to transfer real property to their...
Gabriel B. Lenhart
- Feb 9, 2017
Common Mistakes in Benefit Planning
Whether performing estate or retirement planning, two scenarios should be at the heart of your discussion: what happens to your estate...
Gabriel B. Lenhart
- Aug 5, 2016
Strategies to Keep Your Money in Your Family
Currently, if you’re single, you can own up to $5.45 million in assets before your heirs have to worry about paying estate taxes. We’re...
Gabriel B. Lenhart
- May 5, 2016
Lessons to Learn in the Wake of Prince's Death
The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are...
Gabriel B. Lenhart
- Jan 29, 2016
Serving Those Who Sacrificed
The U.S. Department of Veterans Affairs has a little known tax-free pension available to help qualified veterans, spouses, and their...
Gabriel B. Lenhart
- Dec 9, 2015
New Year’s Resolution: Protect My Family
Every January 1st, many of us set resolutions or goals for the upcoming year, in the hopes of breaking old habits and starting the New...
Gabriel B. Lenhart
- Sep 6, 2015
Protecting Your Heirs: Spendthrift Trusts
Many families have concerns about their potential beneficiaries’ or heirs’ spending habits. If you are worried that your child,...
Gabriel B. Lenhart
- Aug 13, 2015
Wills vs. Trusts
The question inevitably crosses my desk at least once a month, “Do I really need a trust, isn’t a will enough?” Predictably, the...
Gabriel B. Lenhart
- Aug 13, 2015
Who Will Take Care of You?
This question looms in the back of our minds and enters our consciousness more and more as we get older. For those with family members,...
Gabriel B. Lenhart
- May 7, 2015
Is Your Estate Plan Obsolete?
There are many different kinds of trusts, some more complex than others and were used in the past for tax benefits. While these tax...
Gabriel B. Lenhart
- Apr 16, 2015
When to Update Your Estate Plan
Most people put a lot of time and thought into creating their estate plan in order to save their family from the complexities and...
Gabriel B. Lenhart
- Feb 27, 2015
Changes on the Horizon for VA Benefits
The U.S. Department of Veterans Affairs has a little known tax-free pension available to help qualified veterans, spouses, and their...
Gabriel B. Lenhart
- Jan 17, 2015
Estate Planning Lessons Learned from Celebrities
Celebrities appear to live fantastic lives full of glitz and glamour, and have all the access to professional advice that money can buy. ...
Gabriel B. Lenhart
- Nov 16, 2013
Pitfalls of A/B Trusts
There are many different kinds of trusts, some more complex than others and are used for tax benefits. While these tax benefits may have...
Gabriel B. Lenhart
- May 17, 2013
Estate Planning 101
The certainty that the only certainties in life are death and taxes has existed almost since time immemorial. These certainties are a...
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office (530) 268-5485 fax (530) 509-0340
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