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Law Office of Janet L. Brewer
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Palo Alto, CA 94306

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Probate, Trusts, and Estate Law Blog

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Helping Your Elderly Parents Plan Their Estate

  
  
  
  
  
plan parents estate

As the Baby Boomer generation continues to age, millions of Americans are finding themselves in an awkward, critical position: their elderly parents need assistance with their estate planning, but they are hesitant to ask for help from their adult children or don’t think they need to plan their estate at all.

When Should I Begin Estate Planning?

  
  
  
  
  
estate planning

Many people have the misconception that estate planning is reserved for the very old or the very rich. However, estate planning can help the majority of people protect the ones they love, protect themselves, and protect the assets that they have. While estate planners will tell you that it is never too early to begin planning your estate, there are a few times in life when you should absolutely begin to consider what would happen if you were to die or become incapacitated.

International Estate Planning & the Question of Domicile

  
  
  
  
  
international estate planning

Home is where the heart is, right? Unfortunately, the matter is not quite that simple when it comes to international estate planning. Establishing where you home – referred to officially as your domicile by attorneys and the government – is located can have important consequences when it comes to estate planning, taxation, divorce, and inheritance. This is the case whether you spend time in more than one state or more than one country.

Four Great Reasons for International Estate Planning

  
  
  
  
  
will

Estate planning is extremely important for anyone who cares for their family and wants to protect what they have earned over their lifetime. But if you are part of an international family, if you are married to a non-citizen, or if you live abroad, you may have even more reasons to take the time to carefully plan your estate.

Who Can Benefit From International Estate Planning?

  
  
  
  
  
international estate planning

There are a number of common misconceptions regarding international estate planning and international tax law – and each year these misconceptions lead to families finding themselves facing tax problems, financial losses, guardianship issues, and other serious problems. Many of these issues can be avoided altogether with forward-thinking international estate planning.

International Estate Planning: Establishing Your Domicile

  
  
  
  
  
domicile

In one of our recent blog posts, we discussed the legal term “domicile” and outlined exactly why it is so important to establish the correct domicile during the estate planning process. If you are part of an international family, or if you or your spouse is a non-resident of the United States, correctly establishing your domicile may save you significantly when it comes to estate taxes and gift taxes.

Personal Legacy Letters: Estate Planning from the Heart

  
  
  
  
  
personal legacy letter

Estate planning isn’t all about assets, tax laws, and legal documents. In fact, at the heart of estate planning is your wish to care for the people and causes that you love, for as long after you are gone as possible. With this in mind, it is easy to see that not all aspects of your estate plan need the assistance of your lawyer, your accountant, or your financial advisor.

Understanding Untied States Estate Tax Treaties & Gift Tax Treaties

  
  
  
  
  
estate tax treaties

Purchasing foreign property often comes with being closer to family, rewarding cultural experiences, international adventure, and the realization of long-held dreams. It could also mean having a home away from home in a relaxing place or near loved ones who live overseas. However, although owning foreign property can enrich your life, it can also cause complications when it comes to taxes, estate planning, and inheritance. It is vital that you understand the implications of buying property abroad and work with an experienced attorney to avoid issues like double taxation and mandatory inheritance laws.

California Estate Planning for New Parents in Five Steps

  
  
  
  
  
estate planning for new parents

When we think of estate planning, we usually think of senior citizens, those approaching retirement, or those with significant wealth. However, estate planning is something that adults of most ages should be engaging in – and it is especially important for couples that are just starting out as parents.

Estate Planning for Women: Six Essential Tips

  
  
  
  
  
estate planning for women

While estate planning is vital to anyone who wishes to pass their wealth on to their loved ones, it can be especially important to women. Why? One big reason is that women live significantly longer than men. This means that they often outlive their husbands, sometimes remarry, and likely need more money for senior care in their later years. Let’s take a closer look at some of the estate planning issues that women should understand as they prepare for retirement and beyond.

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