A study conducted by TD Bank found that estate tax was not the biggest concern among America's estate planners -- family drama was. The study showed 44% of estate planning professionals cited family fights as the biggest threat to estate planning in 2018. Only 25% of estate planning professional cited tax reform as a problem and 12% expressed a concern about the economy and market volatility. Riverside estate planning attorney Dennis M. Sandoval weighs in with this personal experience . . . In … [Read more...] about Riverside Estate Planning Attorney Confirms TD Bank Study About Estate Planning
Riverside Estate Planning and Elder Law Attorney Conducts Free Educational Webinars
Educational Webinars Riverside Estate Planning and Elder Law Attorney Dennis M. Sandoval conducts free educational webinars on a monthly basis for consumers, attorneys and other professionals (financial professional, private fiduciaries, social workers and other financial professionals) on a monthly basis. The goal of the seminars is to educate the public about important estate planning, elder law, disability planning, financial planning, retirement planning and tax subjects. Consumer Webinars … [Read more...] about Riverside Estate Planning and Elder Law Attorney Conducts Free Educational Webinars
Riverside Estate Planning Attorney Studies Business Succession Issues and Strategies
Riverside estate planning attorney Dennis Sandoval will attend the Riverside County Estate Planning Council this week to hear Susan Rounds, Director of the Wealth Planning Group at Deutsche Bank Wealth Management - Americas, based in Los Angeles. Ms. Rounds talk will be on Successful Succession of the Privately Held Business and Wealth. The membership of the Estate Planning Council of Riverside County consists of attorneys, certified public accountants, certified financial planners, professional … [Read more...] about Riverside Estate Planning Attorney Studies Business Succession Issues and Strategies
Riverside Estate Planning Attorney Attends Special Needs Planning Conference
Special Needs Alliance Conference Riverside estate planning attorney Dennis M. Sandoval is one of only eight California attorneys who are members of the Special Needs Alliance, a nationwide nonprofit membership organization whose special needs planning attorneys assist persons with disabilities with Special Needs Trusts and other types of planning designed to maximize and preserve government assistance. He will be attending the Special Needs Alliance annual conference, which will be held in San … [Read more...] about Riverside Estate Planning Attorney Attends Special Needs Planning Conference
Riverside Elder Law Attorney Educates Alzheimer’s Support Group
Basics of Estate Planning Class Riverside elder law attorney Dennis M. Sandoval conducted a class for the Alzheimer's Support Group of the Riverside Medical Group Foundation this past week. The class covered the basics of estate planning for persons diagnosed with Alzheimer's disease or dementia, including powers of attorney, advance health care directives, conservatorships, wills, trusts, and probate. All of the participants said they learned a lot from the presentation. Incapacity Planning … [Read more...] about Riverside Elder Law Attorney Educates Alzheimer’s Support Group
