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PB Law Blog... Trusts and Stuff

Tuesday, October 2, 2018

How to Find the Right Legacy Planning Attorney for You.

Are you thinking about creating an estate plan or restating your existing plan?  Are you trying to find where to start and who to represent you in assisting with this?  This week, we discuss how you can find the right legacy planner for you.  


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Monday, September 17, 2018

Estate Planning Is Dead

by Daniel Scott, Forbes

July 26, 2018 Link to Original Article 

Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.



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Monday, September 10, 2018

Intro to Probate: What Is Probate?

Understanding the Probate process emphasizes that proper estate planning is vital!  This week, we give you an introduction to Probate, what it is and what it entails.  


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Friday, August 31, 2018

Celebrity Estate Planning Mistakes - UPDATE: Aretha Franklin Did Not Have a Will!

 Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate.  We have provided a reminder checklist to prevent this from happening to you and your family.     


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Saturday, August 25, 2018

Small real estate investors might miss out on new federal tax deduction


by Kathleen Pender, San Francisco Chronicle

August 25, 2018  Link to Original Article

People who own just one or two rental properties might not qualify for the new 20 percent federal deduction that big-time real estate investors and other pass-through entities will get starting this year.

The federal tax law passed in December lets many pass-through entities such as partnerships and sole proprietorships deduct 20 percent of their “qualified business income,” with some limits.
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Monday, August 20, 2018

CA Property Tax Breaks: Parent-to-Child Exclusion

If you own property in the Golden State and have children (and/or grandchildren), you will want to continue reading!  This week we discuss the California parent-to-child exclusion (grandparent-to-grandchild) and what that means for your property taxes.

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Tuesday, August 14, 2018

Think your company qualifies for a small business tax break? It's complicated...


by Marcy Gordon, Associated Press

August 10, 2018, USA Today

WASHINGTON — Architects and engineers are still in. Accountants, doctors and lawyers remain out — mostly. New rules floated by the Trump administration lay out what kinds of businesses can take a 20 percent deduction against income taxes under the new tax law.


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Monday, August 13, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!


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Monday, August 6, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!

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Wednesday, July 25, 2018

Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible


The National Law Review, Ben Leonard, Esq.

As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my 18-year-old adult self would have. Of course, it never occurred to me that it would have been prudent to have certain legal documents in place to make sure my parents could intervene on my behalf if I were injured, ill or incapacitated while I was away at school. This never occurred to my parents either! In fact, my mother and father did not fully appreciate that when I turned 18, at least in the eyes of the law, they no longer had any dominion over me.



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Friday, June 15, 2018

The Tough Stuff: Talking with Your Loved One About End-of-Life Arrangements

Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. 


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