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 Probate Attorneys Understand the Process
Riverside probate attorneys provide multifaceted assistance to people that are crafting their legacies. Ironically, the role of a probate lawyer can often involve the avoidance of the probate process altogether. A Common Misconception Many individuals think that estate planning boils down to the execution of a Last Will and Testament. They may understand the fact that trusts exist, but they are under the assumption that trusts are for very rich people, and wills are for everyone else. In fact, … [Read more...] about Riverside Probate Attorneys Understand the Process
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
Elder Law 101
There are many issues to consider when you are planning ahead for your senior years, and this is what elder law is all about. Of course, you should do everything that is within your control to develop the nest egg that you will need to be able to retire in comfort if it is at all possible. At the same time, it is important to understand what you can expect from the government programs for senior citizens that you have paid into throughout your working career. One of these benefits is Social … [Read more...] about Elder Law 101
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
What Do Riverside Conservatorship Attorneys Do?
When an adult becomes unable to handle all of his or her own affairs due to incapacity or impairment, the court can appoint a person to handle the personal and financial affairs of the incapacitated person. In many states the is called a guardianship. In California, a guardianship is a legal proceeding involving a minor and a conservatorship is a legal proceeding involving an adult. The conservatorship can be for personal affairs only, called a conservatorship of the person. Or it can involve … [Read more...] about What Do Riverside Conservatorship Attorneys Do?
Probate Avoidance Provides Multiple Benefits
The Riverside probate attorneys at our firm frequently run into the same set of misconceptions when we interview new clients. One of them is the idea that a last will is the most logical choice for persons without substantial wealth. It can seem like a last will is a very simple, straightforward document that facilitates quick and easy transfers to the heirs that are named in the document. However, there are some limitations and complications lurking right beneath the surface. The … [Read more...] about Probate Avoidance Provides Multiple Benefits
Riverside Pet Planning Attorneys Facilitate Companionship
Owning a pet as a senior citizen can be rewarding on a number of different levels. For one thing, there is the unconditional love and companionship given by a pet. Our law firm focuses on estate planning and elder law matters, so we interact with many senior citizens. It is our business to gain an understanding of the challenges that people typically face when they are passing through their golden years and the twilight years that will inevitably follow. If you are a senior citizen that has … [Read more...] about Riverside Pet Planning Attorneys Facilitate Companionship
