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Before You Remarry, Revisit Your Estate Plan | wscounselblog.com

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Before You Remarry, Revisit Your Estate Plan. January 22, 2014. If you are planning to remarry soon, you have probably given some thought to how this new marriage will impact your finances and that of your old and new families. Before you take your next trip down the aisle, you both should review your estate plans with the following in mind:. Whenever a major life event brings change to your family circumstances, contact. Our Orange County law firm to review or update your estate plan. Retirement Plannin...

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How to Choose the Right Trustee or Executor | wscounselblog.com

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How to Choose the Right Trustee or Executor. January 16, 2014. When creating an estate plan, many parents wonder if they should name the oldest child as executor or trustee. While we certainly understand the thinking behind that choice, what should be guiding your choice is not birth order, but who will do the best job. Here are some guidelines on how to select the best executor or trustee:. You do have the option to choose a corporate trustee to manage a trust, which means you would have someone with th...

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Estate Administration | wscounselblog.com

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! How to Choose the Right Trustee or Executor. January 16, 2014. When creating an estate plan, many parents wonder if they should name the oldest child as executor or trustee. While we certainly understand the thinking behind that choice, what should be guiding your choice is not birth order, but who will do the best job. Here are some guidelines on how to select the best executor or trustee:. You do have the opt...

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Wills | wscounselblog.com

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 8 Steps to Take to Ensure Your Will is Valid. January 30, 2014. 1 Keep your will up to date. Your life circumstances have probably changed since you first drafted your Last Will and Testament. Be sure to consult with your estate planning attorney regularly to make sure your document reflects changes to estate tax and other laws. 3 Choose your executor/personal representative with care. 5 Plan for the worst.

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Estate Planning | wscounselblog.com

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! Harvard Medical School’s Caregivers Handbook Now Available. January 23, 2014. Harvard Medical School has just published the Caregiver’s Handbook. A special health report designed as a comprehensive resource for anyone who has assumed the role of caregiver for a loved one. The Caregiver’s Handbook is available to order online. For $20 for a printed copy or $18 for an electronic PDF download. A legal document tha...

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Retirement Planning | wscounselblog.com

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 7 Ways to Regain Control of Your Retirement. January 27, 2014. If you feel like you’ve lost control of your retirement before you even started it, you are not alone. Here are 7 ways you can regain control of your retirement:. 1 Have a plan. You need to know how much money you will need in retirement and then create a plan for saving or investing your way to that number. 2 Have a Plan B. 3 Know what you have.

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Retirement Planning for Boomers: 5 Moves You Need to Make Now | wscounselblog.com

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Retirement Planning for Boomers: 5 Moves You Need to Make Now. January 24, 2014. For many baby boomers, retirement planning has been a bit of a roller coaster ride in the last few years. First the recession slammed your nest egg, and then the bull market hopefully helped you fatten it up again. If you are over 50, you are allowed to add an extra $5,500 to your 401(k) in 2014, in addition to the $17,500 limit. For IRAs, you can add another $1,000 to the $5,500 annual limit. Plan for retirement income.

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4 Important Steps to Protect Personal Wealth From Business Liabilities | wscounselblog.com

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4 Important Steps to Protect Personal Wealth From Business Liabilities. January 15, 2014. Every business owner makes the decision to assume some portion of risk when they operate their own business, but no one wants that potential risk to affect their personal wealth. Unfortunately, there are all too many business owners who neglect to implement the correct asset protection strategies to firmly separate business risk from personal wealth. Choosing the right business entity. Having the right insurance.

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7 Tax Changes That Could Impact Your 2013 Return | wscounselblog.com

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7 Tax Changes That Could Impact Your 2013 Return. January 28, 2014. Noted 7 tax changes that could impact your 2013 return, including:. Increase in top tax rate on income, capital gains and dividends. Investment income Medicare surtax. Medicare surtax on combined salaried and self-employed income. Taxpayers with a combined salary and self-employment income greater than $200,000 (individual) or $250,000 (married, filing jointly) will be subject to an additional 0.9% Medicare surtax on top of the 2&#46...

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California Trusts | wscounselblog.com

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 9 Good Reasons to Conduct a Trust Review. January 29, 2014. If you have a revocable trust, when is the last time you reviewed it to make sure it still meets your goals and complies with current law? If it has been a few years, then it’s time to conduct a thorough trust review which is usually best done with the help of your estate planning attorney. 1 Check successor trustees. 2 Trustee removal by heirs. Today,...