One Year Later: COVID-19 & Estate Planning
By Allyson S. Heller
Over a year after the “Stay at Home” order went into effect, many people still feel overwhelmed and helpless, which is why now, more than ever, it is important to...
Taxes and Trusts
It’s that time of year…tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax...
The Future of Estate and Gift Tax Laws
By Allyson S. Heller
As we approach a new year and await the transition to a new presidential administration, questions have emerged regarding President-elect Biden’s proposed tax plan with respect to estate and gift...
Prop 19: Major Property Tax Law Change
By Tony J. Tyre, Esq.
Proposition 19 passed in the recent election by receiving approximately 51% of votes and will take effect in California on February 16, 2021. Under current law (pre-Prop 19), there are...
“I don’t want the government to take my money when I die.”
This is something I hear almost weekly in my office. Most clients are surprised to hear that the general answer is “the government will not take your money.” Estates will...
Tony J Tyre in Yahoo Finance as Certified Specialist
As Seen On Yahoo Finance! Tony J. Tyre Certified as Specialist in Estate Planning by State Bar of California Board of Legal Specialization. As Seen On Los Angeles Herald &...
Executor of My Will
By Tony J Tyre
Most of the time, clients become unclear about using the proper legal terms in estate planning, and for good reason—the terms are confusing. The most common example I hear is...
The Importance of HIPAA Releases In Today’s World
By Allyson S. Heller
In a pandemic, ensuring your health care affairs are in order is more important than ever. Those who do have properly drafted estate planning documents are likely non-compliant with privacy...
The Power of a Power of Attorney by Allyson S Heller
In a world where many of us have Coronavirus-related fears, a power of attorney is more important than ever, especially if a person becomes incapacitated. A power of attorney allows...
Keeping Up With Your Estate Plan
By Allyson S. Heller
As we slowly and tentatively begin the process of emerging from lockdown and embracing the new normal in this time of uncertainty, it may be a good time for you...