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Blog Posts in 2013

  • Gay Married Couples Can Now Avoid And/Or Delay Paying Federal Estate and Gift Taxes

    Recently, the IRS ruled that same-sex married couples can file federal joint returns, even if their state does not recognize their marriage. In addition, gay couples can now avoid or delay paying federal estate taxes because couples can transfer property to each other without incurring federal tax consequences. Married couples can pass an unlimited amount of property to their spouse without ...
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  • Beneficiaries' Rights and No Contest Clauses in Trusts

    Many times, clients plan ahead and have an experienced lawyer draft an estate plan which includes a trust. The clients then duly transfer their assets into the trust. As a result, when they die, their heirs do not have to go through the California probate process because their property will be distributed by their named successor trustee pursuant to their wishes as outlined in the trust. ...
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  • What do you do when your loved one dies and you can't find a will or trust?

    Unfortunately, when people die, they do not necessarily leave directions as to where important documents can be found. As a result, their loved ones end up sorting through piles of paperwork to try to find a trust or will. Obviously, the best way to avoid this situation is to set up an estate plan and either give copies to your loved ones or tell them where they can be located. In the absence of ...
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  • Trust Provisions Result in 30-Year-Old Billionaire, Youngest in America

    In-N-Out Burger has been family owned since the first simple stand opened in the late 1940s and upon turning 30 years old, Lynsi Torres has inherited half of the company. Since it was first established by Torres' grandparents, Harry and Esther Snyder, in 1948, family members have always owned the restaurant and as a result, the restaurant has expanded into a very popular and successful chain. ...
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  • Finlay Law Group, APC Offers Free Initial Case Evaluations

    Are you wondering what will happen to your estate after you pass? How will your assets be passed on to your loved ones? Who will carry out your will in compliance with your wishes? These are all valid questions that deserve an answer. I, Mary Finlay, believe that preparing for the future is the best gift that you can give to your family, by preparing a comprehensive estate plan, you and your ...
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