Канал: Bethel Law

No Trustee? Here’s What Happens Next

No Trustee? Here’s What Happens Next

What to Expect from a Second Trump Administration

What to Expect from a Second Trump Administration

2025 Gift & Estate Tax Changes Explained

2025 Gift & Estate Tax Changes Explained

Should Your Beneficiary Also Be Your Trustee?

Should Your Beneficiary Also Be Your Trustee?

Stop Just Adding People to your House Title!

Stop Just Adding People to your House Title!

Living Trusts in California: What the Public Can and Can’t Know

Living Trusts in California: What the Public Can and Can’t Know

Kovel Letter Explained: How to Protect Legal Communications

Kovel Letter Explained: How to Protect Legal Communications

Can a Secret Child Claim Your Estate?

Can a Secret Child Claim Your Estate?

Democrat & Republican Party Platforms Compared

Democrat & Republican Party Platforms Compared

Kamala Harris' Tax Plan: What Wealthy Americans Need to Know

Kamala Harris' Tax Plan: What Wealthy Americans Need to Know

How the Trump-Vance Plan Could Reshape U.S. Taxes

How the Trump-Vance Plan Could Reshape U.S. Taxes

2024 Democrat Platform on Estate Taxes, Capital Gains, Step-up & 1030 Exchange

2024 Democrat Platform on Estate Taxes, Capital Gains, Step-up & 1030 Exchange

What is an Irrevocable Life Insurance Trust (ILIT)?

What is an Irrevocable Life Insurance Trust (ILIT)?

Inheriting a Vacation Home? Beware of These California Taxes

Inheriting a Vacation Home? Beware of These California Taxes

Do Living Trusts File a Tax Return?

Do Living Trusts File a Tax Return?

Shelter your Money for Your Family Tax & Creditor Free!

Shelter your Money for Your Family Tax & Creditor Free!

Can an Illegitimate Child Make a Claim on my Estate?

Can an Illegitimate Child Make a Claim on my Estate?

Project 2025 Income, Estate & Gift Tax Changes

Project 2025 Income, Estate & Gift Tax Changes

LLC vs. S-Corp: Which is Best for Rentals?

LLC vs. S-Corp: Which is Best for Rentals?

CA A.B. 1483: New Rules for Firearm Inheritance!

CA A.B. 1483: New Rules for Firearm Inheritance!

Where's the Money? Understanding Estate Distributions

Where's the Money? Understanding Estate Distributions

Trust Fund Insurance: FDIC and NCUA Explained

Trust Fund Insurance: FDIC and NCUA Explained

Why One Trust is Better for Managing Multiple Properties

Why One Trust is Better for Managing Multiple Properties

Land Trust vs LLC for California Real Estate Investing

Land Trust vs LLC for California Real Estate Investing

What Taxes Do Trust & Probate Beneficiaries Pay?

What Taxes Do Trust & Probate Beneficiaries Pay?

Gift and Estate Taxes The Political Pendulum!

Gift and Estate Taxes The Political Pendulum!

Joint Tenants or Tenants in Common | What if the Deed Doesn’t Specify? 2024

Joint Tenants or Tenants in Common | What if the Deed Doesn’t Specify? 2024

2024 Estate Tax Exclusion

2024 Estate Tax Exclusion

How to Guarantee Your Family Will Fight After Your Death

How to Guarantee Your Family Will Fight After Your Death

Importance of Will Witnesses

Importance of Will Witnesses

California Taking Your Home? Medi-Cal Recovery Claim

California Taking Your Home? Medi-Cal Recovery Claim

Implications of Interested Witness

Implications of Interested Witness

Transfer on Death Deeds California | 2024 Update

Transfer on Death Deeds California | 2024 Update

Doubling Up: Maximizing Gift and Estate Tax Exemptions!

Doubling Up: Maximizing Gift and Estate Tax Exemptions!

California's Wealth Tax | The Mansion Tax!

California's Wealth Tax | The Mansion Tax!

Transfer Your Home | Lose $4,800 a Year for Life

Transfer Your Home | Lose $4,800 a Year for Life

Say Goodbye to IRA Required Distributions RMDs?

Say Goodbye to IRA Required Distributions RMDs?

Never Do Your Own Deed!

Never Do Your Own Deed!

Answering Your Prop 19 & Property Tax Questions | California

Answering Your Prop 19 & Property Tax Questions | California

Do Your Own Deed? Pay More Money

Do Your Own Deed? Pay More Money

New California Ruling in Favor of Stepchildren Inheritance

New California Ruling in Favor of Stepchildren Inheritance

STOP PUTTING YOUR KIDS ON TITLE TO YOUR HOME

STOP PUTTING YOUR KIDS ON TITLE TO YOUR HOME

How the No Surprises Act is Saving You From Billing Shocks!

How the No Surprises Act is Saving You From Billing Shocks!

CA AB 1482 Notice Requirements

CA AB 1482 Notice Requirements

How California Probate Court Drains Your Estate

How California Probate Court Drains Your Estate

CA AB 1482 LLC Exceptions

CA AB 1482 LLC Exceptions

Supreme Court Refuses NY Rent Control Case | What It Means for California

Supreme Court Refuses NY Rent Control Case | What It Means for California

CA AB 1482 Exceptions

CA AB 1482 Exceptions

Corporate Transparency Act Crumbles: Declared Unconstitutional

Corporate Transparency Act Crumbles: Declared Unconstitutional

CA’s Rent Control Cap | AB 1482 Explained

CA’s Rent Control Cap | AB 1482 Explained

Trustee's Guide to Administering Trusts After Death

Trustee's Guide to Administering Trusts After Death

Powers of Appointment: Control vs. Ownership

Powers of Appointment: Control vs. Ownership

California’s Scheme to Increase Your Property Taxes!

California’s Scheme to Increase Your Property Taxes!

Unlock $13.6M Lifetime Gifts Tax-Free!

Unlock $13.6M Lifetime Gifts Tax-Free!

Why Should the Government Care Who You Give Money To? | Q&A #6

Why Should the Government Care Who You Give Money To? | Q&A #6

Republicans Try to Cancel the Death Tax

Republicans Try to Cancel the Death Tax

California Coming After Landlords | AB1482

California Coming After Landlords | AB1482

Tax-Free Gifting in 2024: Gift $18K with Zero Worry!

Tax-Free Gifting in 2024: Gift $18K with Zero Worry!

House Republicans Repealing the Death Tax?!

House Republicans Repealing the Death Tax?!

Fight Fraud in Estate Plans: CA's §21380 Unveiled

Fight Fraud in Estate Plans: CA's §21380 Unveiled

Probate Drama in Blended Marriages Unveiled

Probate Drama in Blended Marriages Unveiled

Gift Smart in 2024: Avoid the Tax Trap!

Gift Smart in 2024: Avoid the Tax Trap!

Estate Drama: Will or Trust, the Ultimate Choice

Estate Drama: Will or Trust, the Ultimate Choice

Choosing Your Will's Witnesses: Do's, Don'ts & Surprises

Choosing Your Will's Witnesses: Do's, Don'ts & Surprises

Unlocking Will Execution Secrets in California!

Unlocking Will Execution Secrets in California!

Guarding Your Will: The Witness Essentials

Guarding Your Will: The Witness Essentials

IRS Changes Rules: Is Your Trust at Risk?

IRS Changes Rules: Is Your Trust at Risk?

Guarding Gifts: California's §21380 Probate Law

Guarding Gifts: California's §21380 Probate Law

Protect Your IRA from Creditors Now!

Protect Your IRA from Creditors Now!

Navigating Power of Appointment: Trusts vs Wills

Navigating Power of Appointment: Trusts vs Wills

Gift Tax Basis vs Inheritance Tax, Screwed by Gift of a Home, & Gift Tax Timing | Q&A #5

Gift Tax Basis vs Inheritance Tax, Screwed by Gift of a Home, & Gift Tax Timing | Q&A #5

Gift Tax Simplified: What You Need to Know!

Gift Tax Simplified: What You Need to Know!

Maximize Your Legacy Charitable Estate Planning Explained

Maximize Your Legacy Charitable Estate Planning Explained

Avoiding Fraud in Estate Gifts: CA Probate Code 101

Avoiding Fraud in Estate Gifts: CA Probate Code 101

Inherited IRA Rules: Avoid These Costly Mistakes!

Inherited IRA Rules: Avoid These Costly Mistakes!

Holiday Gifting: Unwrap the Tax Exemptions!

Holiday Gifting: Unwrap the Tax Exemptions!

Skyrocket Your Savings: 2024 Retirement Update

Skyrocket Your Savings: 2024 Retirement Update

The Million-Dollar Gift in Estate Planning!

The Million-Dollar Gift in Estate Planning!

The Law NOBODY is Telling You About | Corporate Transparency Act

The Law NOBODY is Telling You About | Corporate Transparency Act

$10,000 to $450 Million: The Collectible Inflation Hedge?

$10,000 to $450 Million: The Collectible Inflation Hedge?

Gift Taxes in 2024: What's Changing?

Gift Taxes in 2024: What's Changing?

Gifting Property or Cash? What the IRS Won't Tell You!

Gifting Property or Cash? What the IRS Won't Tell You!

Avoid Probate Now: Your Guide to Trust Funding

Avoid Probate Now: Your Guide to Trust Funding

Gifting Property or Cash? What the IRS Won't Tell You!

Gifting Property or Cash? What the IRS Won't Tell You!

Gift Taxes Beat Them with Crummey Trusts!

Gift Taxes Beat Them with Crummey Trusts!

Power of Appointment Your Estate Planning Superpower!

Power of Appointment Your Estate Planning Superpower!

Is My Aunt Allowed to Rent out my Deceased Parent's House?

Is My Aunt Allowed to Rent out my Deceased Parent's House?

Gift $17,000 Tax-Free?! Breaking Down the 2023 Rule

Gift $17,000 Tax-Free?! Breaking Down the 2023 Rule

Why Your Money Isn’t Safe Yet: Estate Planning Secrets!

Why Your Money Isn’t Safe Yet: Estate Planning Secrets!

Understanding FDIC & NCUA Coverage for Trusts

Understanding FDIC & NCUA Coverage for Trusts

The Hidden Pitfalls of Trust Amendments

The Hidden Pitfalls of Trust Amendments

Turn Your Collectibles into Gold: Beat Inflation!

Turn Your Collectibles into Gold: Beat Inflation!

Trust Myths Busted: Foreign Accounts & Jewelry! | Q&A #3 | Bethel law

Trust Myths Busted: Foreign Accounts & Jewelry! | Q&A #3 | Bethel law

Estate Planning: The Power of Vintage Assets

Estate Planning: The Power of Vintage Assets

Can Your Collectibles Save Your Estate from Inflation?

Can Your Collectibles Save Your Estate from Inflation?

Avoid Legal Pitfalls: How to Title a Trust Bank Account

Avoid Legal Pitfalls: How to Title a Trust Bank Account

Shady Attorneys Exposed: Trust Scams Revealed!

Shady Attorneys Exposed: Trust Scams Revealed!

Avoid Probate! How to Put a Business in Trust

Avoid Probate! How to Put a Business in Trust

Do You REALLY Own Your Property? Find Out Now!

Do You REALLY Own Your Property? Find Out Now!

Estate Planning in Louisiana is FRENCH?

Estate Planning in Louisiana is FRENCH?

Don’t Add Your Child on Your House Before Watching This!

Don’t Add Your Child on Your House Before Watching This!

Money Moves: 3 Smart Ways to Fund Your Trust!

Money Moves: 3 Smart Ways to Fund Your Trust!

Understanding The Key Role of Witnesses in Your Will

Understanding The Key Role of Witnesses in Your Will

Why Your Handwritten Trust Amendment Fails

Why Your Handwritten Trust Amendment Fails

Breaking Down Estate Fraud Protect Your Legacy

Breaking Down Estate Fraud Protect Your Legacy

UK vs US The Estate Planning Showdown #estateplanning

UK vs US The Estate Planning Showdown #estateplanning

Appointment Power: Your Estate's Secret Weapon

Appointment Power: Your Estate's Secret Weapon

How Your House Can PAY YOU in Retirement!

How Your House Can PAY YOU in Retirement!

Gift Taxes: What the IRS Doesn't Tell You!

Gift Taxes: What the IRS Doesn't Tell You!

Rule Against Perpetuities Explained: No Trust Lasts Forever!

Rule Against Perpetuities Explained: No Trust Lasts Forever!

Garn-St Germain Act: What Lawyers Don't Tell You!

Garn-St Germain Act: What Lawyers Don't Tell You!

Exposed: Can Trustees Really Steal Your Trust Money?

Exposed: Can Trustees Really Steal Your Trust Money?

1031 Exchange Explained: Swap and Save!

1031 Exchange Explained: Swap and Save!

5-Year Rule: How CA Probate Law Handles Missing Persons

5-Year Rule: How CA Probate Law Handles Missing Persons

Unpacking Reverse Mortgages: A Californian Perspective!

Unpacking Reverse Mortgages: A Californian Perspective!

From British Roots to American Revolution: The Journey of Estate Planning

From British Roots to American Revolution: The Journey of Estate Planning

Revocable Living Trusts: What You're Not Told

Revocable Living Trusts: What You're Not Told

What Ends a Trust? Your Questions Answered!

What Ends a Trust? Your Questions Answered!

Trustee Theft: Is Your Money Safe?

Trustee Theft: Is Your Money Safe?

The Epic Evolution of US Estate Planning!

The Epic Evolution of US Estate Planning!

California’s Legal Process for a Missing Person’s Estate

California’s Legal Process for a Missing Person’s Estate

Cracking the Code of Trust Taxes: Let's Dive In!

Cracking the Code of Trust Taxes: Let's Dive In!

Do You Need to Kick Someone Out of Your Will?

Do You Need to Kick Someone Out of Your Will?

Omitted from the Will? Know Your Rights!

Omitted from the Will? Know Your Rights!

When a Post it Note Ruins Your Trust

When a Post it Note Ruins Your Trust

Why Can't California's Pros Form LLCs?

Why Can't California's Pros Form LLCs?

S-Corp vs LLC: CA Business Battle

S-Corp vs LLC: CA Business Battle

Should You Choose a Bank as Your Trustee?

Should You Choose a Bank as Your Trustee?

LLC Owner Dies: What Happens Next in California? | Attorney Explains

LLC Owner Dies: What Happens Next in California? | Attorney Explains

Estate Planning During a Recession: Tips and Strategies

Estate Planning During a Recession: Tips and Strategies

The Truth About LLCs & Personal Liability Protection

The Truth About LLCs & Personal Liability Protection

Avoid Double Taxation and Protect Your Business!

Avoid Double Taxation and Protect Your Business!

California LLC - How to Start an LLC in California 2023

California LLC - How to Start an LLC in California 2023

Top 5 Tips to Pick Trustees, Executors and POAs

Top 5 Tips to Pick Trustees, Executors and POAs

When Should I Put My Home in a Trust?

When Should I Put My Home in a Trust?

Credit Card Debt After Death: Who's Responsible?

Credit Card Debt After Death: Who's Responsible?

Real Estate Investing: Trust vs. LLC for Second Homes and Investment Properties

Real Estate Investing: Trust vs. LLC for Second Homes and Investment Properties

Spendthrift Trusts: Protecting Beneficiaries and Assets from Creditors

Spendthrift Trusts: Protecting Beneficiaries and Assets from Creditors

Deciding Between a Land Trust and an LLC: What YOU Need to Know!

Deciding Between a Land Trust and an LLC: What YOU Need to Know!

Are Trustees Liable for Paying Trust Debts?

Are Trustees Liable for Paying Trust Debts?

How to Settle an Estate in California | When is Probate Required?

How to Settle an Estate in California | When is Probate Required?

Estate Planning with a Special Needs Child | The Special Needs Trust

Estate Planning with a Special Needs Child | The Special Needs Trust

How to be Fair in Your Estate Plan | Pot Trusts

How to be Fair in Your Estate Plan | Pot Trusts

Estate Planning Rundown for 2023: The Numbers You Need to Know

Estate Planning Rundown for 2023: The Numbers You Need to Know

Why Holidays are the Perfect Time to Tackle Estate Planning | Attorney Opinion

Why Holidays are the Perfect Time to Tackle Estate Planning | Attorney Opinion

Millennial and Gen Z Estate Planning: 8 Essentials for Planning in Your 20s and 30s

Millennial and Gen Z Estate Planning: 8 Essentials for Planning in Your 20s and 30s

Latest 2023 Adjustments for 401(k)s and IRAs | Save More for Retirement

Latest 2023 Adjustments for 401(k)s and IRAs | Save More for Retirement

California Trust Beneficiary Notice Requirements: Trustee Duty & CA 16061.7

California Trust Beneficiary Notice Requirements: Trustee Duty & CA 16061.7

Must Beneficiaries be US Residents, Inheritance Tax for Non-Residents, & Death Outside California

Must Beneficiaries be US Residents, Inheritance Tax for Non-Residents, & Death Outside California

What Accounts Should be in Trust, How to Title them, & FDIC Insurance | Q&A #1 | Bethel law

What Accounts Should be in Trust, How to Title them, & FDIC Insurance | Q&A #1 | Bethel law

How to Minimize Inheritance, Estate & Capital Gains Taxes

How to Minimize Inheritance, Estate & Capital Gains Taxes

Everything You Need to Know on Medi-Cal: How to Qualify

Everything You Need to Know on Medi-Cal: How to Qualify

Problems Affecting Medi-Cal Qualification in California

Problems Affecting Medi-Cal Qualification in California

NEW 2023 Estate and Gift Tax Rules | When Will Taxes Apply?

NEW 2023 Estate and Gift Tax Rules | When Will Taxes Apply?

What You Need to Know BEFORE Applying for Medi-Cal

What You Need to Know BEFORE Applying for Medi-Cal

Warning Signs for Long-Term Care, Nursing Home, and Medi-Cal

Warning Signs for Long-Term Care, Nursing Home, and Medi-Cal

Everything You Need to Know on Trustee Removal, Resignation & Death

Everything You Need to Know on Trustee Removal, Resignation & Death

Do Trustees Get Paid? What You Need to Know About Trustee Compensation

Do Trustees Get Paid? What You Need to Know About Trustee Compensation

How to Pick a Trustee for Your Trust

How to Pick a Trustee for Your Trust

One Word Controls What Happens to a Joint Trust When One Spouse Dies

One Word Controls What Happens to a Joint Trust When One Spouse Dies

Simultaneous Deaths with Joint Tenancy or in a Revocable Living Trust

Simultaneous Deaths with Joint Tenancy or in a Revocable Living Trust

Has the IRS Made It Easier to Avoid Estate and Death Taxes!?

Has the IRS Made It Easier to Avoid Estate and Death Taxes!?

When Should You Consider Estate Planning?

When Should You Consider Estate Planning?

The Benefits of a Living Trust | Legacy & Generational Wealth

The Benefits of a Living Trust | Legacy & Generational Wealth

What is probate? #shorts

What is probate? #shorts

No DIY Deeds! Horror Stories from an Estate Planning Attorney

No DIY Deeds! Horror Stories from an Estate Planning Attorney

Can My Trustee Change My Trust Without Me?!

Can My Trustee Change My Trust Without Me?!

What Has Priority: Living Trust vs Last Will and Testament?

What Has Priority: Living Trust vs Last Will and Testament?

Putting Personal Property, Artwork, and Collectibles in Your Trust

Putting Personal Property, Artwork, and Collectibles in Your Trust

Using a Will to Fund your Trust? The Pour-Over Will Explained

Using a Will to Fund your Trust? The Pour-Over Will Explained

How to Fund a Trust | Transferring Bank Accounts to Your Trust

How to Fund a Trust | Transferring Bank Accounts to Your Trust

How to Fund a Trust with Real Estate

How to Fund a Trust with Real Estate

LGBTQ+ Top 5 Estate Planning Essentials

LGBTQ+ Top 5 Estate Planning Essentials

NEW 2022 Rules for Transfer on Death Deeds Everything You Need to Know

NEW 2022 Rules for Transfer on Death Deeds Everything You Need to Know

NEW 2022 Small Estate Value Increase in California!

NEW 2022 Small Estate Value Increase in California!

What Goes Into a Trust?

What Goes Into a Trust?

Avoid Having an Empty Trust!

Avoid Having an Empty Trust!

Per Capita vs Per Stirpes & Right of Representation | Bethel Law

Per Capita vs Per Stirpes & Right of Representation | Bethel Law

Do I Need a Will if I have a Trust?

Do I Need a Will if I have a Trust?

67% of Americans Have No Estate Plan!?

67% of Americans Have No Estate Plan!?

Remember This Massive Tax Savings When Selling Your House! | Bethel Law

Remember This Massive Tax Savings When Selling Your House! | Bethel Law

How Long to Keep Records as a Trustee? | Bethel Law

How Long to Keep Records as a Trustee? | Bethel Law

Don't Sell Your Home Before You Die! (Do This Instead) | Bethel Law

Don't Sell Your Home Before You Die! (Do This Instead) | Bethel Law

Joint Tenancy is NOT an Estate Plan Substitute | Bethel Law

Joint Tenancy is NOT an Estate Plan Substitute | Bethel Law

5 Things to do When a Spouse Passes Away with a Trust | Bethel Law

5 Things to do When a Spouse Passes Away with a Trust | Bethel Law

Can I Make Handwritten Changes to My Will or Trust? | Bethel Law

Can I Make Handwritten Changes to My Will or Trust? | Bethel Law

Biden Raising Taxes? | How Estate Planning & Your Inheritance Might be Impacted | Bethel Law

Biden Raising Taxes? | How Estate Planning & Your Inheritance Might be Impacted | Bethel Law

Can a Trust Hold Property in Joint Tenancy? | Bethel Law

Can a Trust Hold Property in Joint Tenancy? | Bethel Law

How to Name Your Trust | Bethel Law

How to Name Your Trust | Bethel Law

Avoiding Trust Scams: The Low-Cost Living Trust Seminar | Bethel Law

Avoiding Trust Scams: The Low-Cost Living Trust Seminar | Bethel Law

Protecting Your Pet in Estate Planning | Pet Trusts | Bethel Law

Protecting Your Pet in Estate Planning | Pet Trusts | Bethel Law

Should I Put My Brokerage, 401(K) or IRA in My Trust? | Bethel Law

Should I Put My Brokerage, 401(K) or IRA in My Trust? | Bethel Law

Special Needs Trusts and Preserving Public Benefits | Bethel Law

Special Needs Trusts and Preserving Public Benefits | Bethel Law

Trust Secrets: Keeping Your Estate Plan Confidential

Trust Secrets: Keeping Your Estate Plan Confidential

Living Trusts: The Secret to Dodging Probate

Living Trusts: The Secret to Dodging Probate

Do You Need an EIN to Open a Trust Bank Account? | Bethel Law

Do You Need an EIN to Open a Trust Bank Account? | Bethel Law

The BIG SECRET Behind Disinheritance!

The BIG SECRET Behind Disinheritance!

What is a Revocable Living Trust? | Bethel Law

What is a Revocable Living Trust? | Bethel Law

Is Estate Planning Only for the Wealthy?

Is Estate Planning Only for the Wealthy?

Do I have to Provide a Copy of my Trust and Will to Beneficiaries While I'm Still Alive?

Do I have to Provide a Copy of my Trust and Will to Beneficiaries While I'm Still Alive?