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...
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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
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
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
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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