The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.
Remember, even ‘Superman’ Christopher Reeve didn’t think he would fall off a horse, and it changed his life forever. Always be prepared.
You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance
Proper estate planning will organize your financial affairs, so your heirs will not be left with a complicated mess after you are gone.
Getting ready for a new school year is always a mix of excitement and anxiety, but it’s particularly stressful for children with special needs and
Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
Planning for Medicaid’s snapshot date is essential to protect your financial future and ensure that you retain the maximum assets allowed.
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary
Thanks for your interest. I know you have a lot of options when it comes to legal planning. Hsiao Law, PC has been the trusted partner of the La Jolla area residents. I look forward to meeting with you. Schedule today!
