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...
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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
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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