Explore the complexities of California Probate Law §21380 with our comprehensive guide. Learn about donative transfers, the potential for fraud and undue influence, and methods to protect your estate planning process.
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Uncover the complexities of the power of appointment in estate planning with Attorney Andrew Bethel. Understand its function, the difference between general and limited powers, the reasons for including it in your estate planning, and how it can be established and exercised.
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Delve into the world of gift taxes with this detailed guide. Understand what constitutes a gift for tax purposes, learn about the annual gift tax exclusion, reporting requirements, special rules, and exemptions. Essential reading for anyone involved in estate planning.
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This comprehensive guide dives into the Garn-St Germain Act of 1982, its impact on estate planning, mortgage rules, and loan types. From the details of the due-on-sale clause to the coverage of different loan types, get a thorough understanding of this important federal law.
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This detailed guide unravels the complexities of the 1031 exchange, a tax-deferment strategy that allows real estate investors to 'exchange' properties and defer capital gains taxes. Learn about the role of the Qualified Intermediary, federal and state regulations, and potential tax implications.
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Explore the intricacies of reverse mortgages in California in this comprehensive guide. Learn what a reverse mortgage is, eligibility requirements, and how it can impact your estate planning. Weigh the pros and cons to make an informed decision about this important financial tool.
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This comprehensive guide, inspired by a discussion with Attorney Andrew Bethel of Bethel Law, unravels the complex nature of revocable living trusts. Dive into the fundamental structure and benefits of a living trust, and learn how it can aid in avoiding probate, managing real estate and bank accounts, and ensuring your assets are safeguarded for the future. Also, discover the other critical documents you need as part of your estate planning strategy.
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Explore the lifespan of trusts from inception to conclusion, including the different types of trusts, conditions that might lead to a trust's termination, and the impact of the Rule Against Perpetuities.
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Learn how to protect your assets and prevent trustee theft. Attorney Andrew Bethel shares tips for choosing a trustworthy trustee and creating clear trust terms, and offers advice for those who suspect their trustee of stealing.
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Discover the rich history of estate planning in the United States, from its roots in British common law to contemporary practices. This blog explores the evolution of estate planning across centuries, significant legal changes, and unique practices in different jurisdictions like Louisiana.
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