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...
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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
- 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
- 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
- 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
- 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...