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More than 214,000 people across the United States and over 16,500 people in California have passed away from COVID-19 and related issues in the past eight months. Many of these individuals would have never expected that they would contract and succumb to a fatal illness this year, and many people…
Having elderly parents can be worrisome, especially if you do not see them on a regular basis. With the COVID-19 pandemic and the specific risks of exposure for older adults, many people have had even less contact with their elderly parents than they normally would. How do you know if…
By the Law Offices of Lisa C. Bryant, INC. If you own real property in California, it very likely you made a revocable living trust to protect your property from probate at your death. Most living trusts are only revocable so long as the creator of the trust has capacity…
By the Law Offices of Lisa C. Bryant, INC. The pandemic has touched our lives in many unforeseen ways. It has served as a wake-up call for many to get their estate planning done. Many attorneys are meeting with clients virtually or by phone; however, for estate planning, many documents…
Under ordinary circumstances, if you own real property at your death in California and it is not titled in joint tenancy or held in a living trust, you would be facing a probate situation. In 2015, California created a special form of “revocable transfer on death deed” that (1) makes a donative…
By the Law Offices of Lisa C. Bryant, INC. For long-time California home and business owners, property taxes are always a concern. Every election it seems that there are new ballot measures that if approved, could affect what you pay—this year is no different. Statewide Californians will be deciding on…
Can My Nursing Home Take My Stimulus Check? Many people and households suffered serious financial losses due to the COVID-19 pandemic. In response, the federal government passed the Coronavirus Aid, Relief, and. Economic Security (CARES) Act, which, in part, provided stimulus checks to millions of Americans. Each adult who earned…
In our last article we provided some ways in which you can make medical bills, nursing home care, and special needs or age related home additions and modifications work for you to save money on taxes.Here are some more ideas for tax deductions, including alternative medicine, and services for special needs care. We shall explore timing your expenses for maximum deductions as well as other entities like a special needs trust.
Are you ready for tax season? Learn about some tax tips that could put more money in your pocket! Besides the relatively familiar expenses of doctors, dentists and prescription medicines, here are some other costs that you can deduct. Part 1 in a 2 part series.
Ensuring that you know when it important to have a formal home appraisal can help you and your family at all points of life—whether you are buying a home, or your family is administering your trust or estate at your death.