Generally your estate plan should at least have a revocable living trust, a pour over will for each spouse, a durable power of attorney for each spouse, Advanced Health Care Directives. Your planning can be as complex as creating irrevocable trust with foreign beneficiaries or as simple as a will with straight forward designations. Many times forming a separate business provides you with asset and personal liability protection.
As a part of the general planning services, the business law and its aspects should always be evaluated as a viable option. This website is designed for general information only. Any information you obtain from this website should not be construed as legal advice, nor as grounds for forming an attorney-client relationship. You should consult an attorney for information on obtaining formal legal advice.
As a part of the general planning services, the business law and its aspects should always be evaluated as a viable option. This website is designed for general information only. Any information you obtain from this website should not be construed as legal advice, nor as grounds for forming an attorney-client relationship. You should consult an attorney for information on obtaining formal legal advice.
Services
Daria Banerjee is the founder of The Baner Law Firm, Inc, a law firm that services businesses, families, and individuals.
The law firm aimed to enable families getting their affairs in order to feel ready for whatever curve balls may come their way.
As a member of WealthCounsel Professional Organization, she stays on top of all developments in estate planning.
Life is busy, it is really easy to put off completing your estate plan.
Who wants to think about it?
She strives to be the Amazon Prime solution for your estate planning process - delivering what you need with minimal inconvenience on your part.
The law firm aimed to enable families getting their affairs in order to feel ready for whatever curve balls may come their way.
As a member of WealthCounsel Professional Organization, she stays on top of all developments in estate planning.
Life is busy, it is really easy to put off completing your estate plan.
Who wants to think about it?
She strives to be the Amazon Prime solution for your estate planning process - delivering what you need with minimal inconvenience on your part.
Together we can formulate the best estate plan for you and your loved ones with these steps.
You can schedule a meeting online or by contacting our firm by phone at 650-383-7663 or reaching out to us via email at [email protected].
For convenience of all parties, many initial and subsequent meetings take place over Zoom.
You will be provided with a simple and confidential Estate Planning Intake Form to assist you with gathering the necessary information to better inform your attorney in formulating the best plan for you and your loved ones.
You can schedule a meeting online or by contacting our firm by phone at 650-383-7663 or reaching out to us via email at [email protected].
For convenience of all parties, many initial and subsequent meetings take place over Zoom.
You will be provided with a simple and confidential Estate Planning Intake Form to assist you with gathering the necessary information to better inform your attorney in formulating the best plan for you and your loved ones.
For creating a business or updating your operating agreement, by-laws, or internal contracts, schedule an appointment.
A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan.
But in reality, anyone can be sued.
A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances.
Asset protection planning is the use of legal structures and strategies to safeguard property that creditors might snatch away, by completely, or, at the very least, partially, protecting it from the creditor's reach.
A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan.
But in reality, anyone can be sued.
A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances.
Asset protection planning is the use of legal structures and strategies to safeguard property that creditors might snatch away, by completely, or, at the very least, partially, protecting it from the creditor's reach.
Real estate is more than just your primary residence.
It can include other real estate such as a vacation home or a rental property.
Depending upon the type of real estate you own, the ideal form of ownership can vary.
Below, we take a look at the different types of real estate and make suggestions about the best form of ownership for each.
Because of the special tax treatment a primary residence receives, you need to very carefully consider how your home is owned.
In applicable states, "tenancy by the entirety" offers married couples creditor protection from the creditors of one of the spouses (with a possible exception for federal tax liens) while still preserving relevant tax benefits.
It can include other real estate such as a vacation home or a rental property.
Depending upon the type of real estate you own, the ideal form of ownership can vary.
Below, we take a look at the different types of real estate and make suggestions about the best form of ownership for each.
Because of the special tax treatment a primary residence receives, you need to very carefully consider how your home is owned.
In applicable states, "tenancy by the entirety" offers married couples creditor protection from the creditors of one of the spouses (with a possible exception for federal tax liens) while still preserving relevant tax benefits.
There are many ways to avoid probate in California, and using the small estates law is one of them.
This video explains this law and how it's being used.
Estates of decedents that do not exceed $166,250 do not need to be probated in California.
An affidavit or declaration signed under penalty of perjury at least 40 days after the death can be used to collect the assets for the beneficiaries or heirs of the estate.
One of the ways to decide if you can use a simplified procedure to transfer property is to figure out whether any of the assets have named beneficiaries.
This video explains this law and how it's being used.
Estates of decedents that do not exceed $166,250 do not need to be probated in California.
An affidavit or declaration signed under penalty of perjury at least 40 days after the death can be used to collect the assets for the beneficiaries or heirs of the estate.
One of the ways to decide if you can use a simplified procedure to transfer property is to figure out whether any of the assets have named beneficiaries.
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