Hello everyone, I’m Jonathan Alexander, an estate planning attorney at Alexander Legacy Law. Today, I want to discuss the seven most common mistakes people make with living trusts and how to avoid them. Understanding these pitfalls can help ensure your estate plan is both effective and efficient. 1. Not Creating a Living Trust The first…
Continue reading ›Today, I want to discuss the upcoming changes as we approach the expiration of the Tax Cuts and Jobs Act (TCJA) of 2017. This significant tax legislation, which brought numerous tax reductions, is set to sunset on December 31, 2025. Let’s dive into what this means for you and how to prepare for the changes…
Continue reading ›Today, we’re diving into an often overlooked but crucial aspect of financial planning: estate planning. Specifically, we’ll discuss why financial advisors should actively participate in estate planning with their clients. If you’re a financial advisor or someone who works with one, this blog is for you. The Opportunity for Financial Advisors Estate planning is more…
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Life insurance is a crucial element of a comprehensive estate plan, offering financial security to your loved ones after you’re gone. However, one often overlooked aspect is determining who should own your life insurance policy. As an estate planning attorney with over 20 years of experience, I, Jonathan Alexander, am here to guide you through…
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When it comes to estate planning, one of the most frequently asked questions is whether or not to discuss your plans with your family. As an experienced estate planning attorney, I believe that open communication can be incredibly beneficial, but it must be done thoughtfully and strategically. Here are some insights and recommendations on how…
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When it comes to estate planning, many people focus on assets like property, investments, and family heirlooms. However, firearms are another important category that requires careful planning to ensure they end up in the right hands. Whether you have a collection of hunting rifles or valuable antique pistols, it’s crucial to consider how these items…
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Imagine the peace of mind knowing that your family’s future is secure, no matter what happens. At Alexander Legacy Law, we understand that estate planning can seem overwhelming, but taking this crucial step can provide immense relief and confidence. Let’s explore the top 10 reasons why every Californian needs an estate plan. 1. Protect Your…
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Social Security retirement benefits are a crucial aspect of retirement planning, offering a reliable source of income for those who have contributed to the system during their working years. Here’s an in-depth look at the key considerations for when to start receiving these benefits and the impact of different timing strategies. When Can You Start…
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Suppose your estate plan is well-prepared. A carefully designed estate plan covers your home, savings, and investments, ensuring your loved ones receive valuable estate items fairly and efficiently. This kind of planning also helps protect your legacy for future generations. However, even with a comprehensive estate plan, issues can arise regarding your personal belongings. It’s…
Continue reading ›Estate planning is an essential process that ensures your assets are managed and distributed according to your wishes after your death. For residents of Orange County, finding a knowledgeable and experienced estate planning attorney can make a significant difference in securing your legacy. This guide provides a comprehensive overview of the key elements of estate…
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