Andrew Bethel Andrew Bethel

California’s Scheme to Increase Your Property Taxes

Explore the intricate world of California property taxes with Bethel Law's expert breakdown of Propositions 13 and 19. Learn how these laws affect property inheritance, tax rates, and legal strategies for managing your property taxes efficiently. Dive into a comprehensive analysis designed to guide property owners through California's unique tax landscape.

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Andrew Bethel Andrew Bethel

Why You Still Need a Pour-Over Will—Even If You Have a Trust?

Explore the essentials of estate planning with Attorney Andrew Bethel from Bethel Law, as he clarifies the choice between a Will and a Trust. This article delves into the significance of the probate threshold, the role of Pour-Over Wills, trusts, and Financial Power of Attorney in managing and protecting your estate. A must-read for anyone looking to navigate the complexities of estate planning and ensure the smooth management of their assets.

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Andrew Bethel Andrew Bethel

How Trump’s Policies Could Transform Estate and Tax Planning

Explore what another Trump administration could mean for estate planning, tax policies, and financial regulations. This article dives into the anticipated tax changes, estate planning implications, and investment opportunities under Trump’s return to office, providing insights for families, investors, and high-net-worth individuals.

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Andrew Bethel Andrew Bethel

Understanding 2025 Estate and Gift Tax Updates for Effective Planning

The IRS has increased the estate and gift tax exemptions for 2025, along with adjustments to income tax brackets and capital gains rates. Learn how these changes impact estate planning, potential state-level taxes, and strategies for wealth transfer in this detailed breakdown.

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Andrew Bethel Andrew Bethel

No Vesting, Big Problems: How to Avoid Property Deed Mistakes

Mistakes in property deeds, such as missing vesting language, can lead to costly probate cases and unintended property distribution. Learn about the critical importance of proper vesting in property deeds, the legal differences between Joint Tenancy and Tenants in Common, and how working with a legal professional can help you avoid legal nightmares.

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Andrew Bethel Andrew Bethel

The Kovel Letter: Extending Attorney-Client Privilege to Accountants

The Kovel Letter is a powerful legal tool that extends attorney-client privilege to communications with accountants. Learn how this agreement protects sensitive information in tax and trust administration cases, ensuring that your legal and financial strategies remain confidential.

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Andrew Bethel Andrew Bethel

The 2024 Tax Policy Showdown: How Democrats and Republicans Differ

Explore the stark differences in the 2024 tax policy platforms of the Democratic and Republican parties. From estate taxes to capital gains, 1031 exchanges, and the Child Tax Credit, this article offers an in-depth look at how these policies could impact estate planning and wealth management for high-net-worth individuals.

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