Ventura and Santa Barbara estate planning lawyer

A Guide to Veterans Pension Benefits and How to Qualify

VA Pension Benefits Knowing What is Available, How to Qualify and Who to Trust with Assistance The VA Improved Pension provides financial assistance to qualified veterans and their spouses. The pension is a benefit that veterans earn due to their service to our country, but few have ever heard about it. We hope to change that and assist veterans and …

Ventura and Santa Barbara estate planning lawyer

How an Irrevocable Trust Can Play an Invaluable Role in Your Estate Plan

If you have concerns about distributing your assets and property to your loved ones per your exact wishes while minimizing your tax obligations, an irrevocable trust is a highly effective tool to do just that. With an irrevocable trust, you would place a certain amount of your assets in the trust. Once you do that, you no longer technically own …

Ventura and Santa Barbara estate planning lawyer

Estate Planning Strategies to Help You Preserve More Wealth for Your Loved Ones

Most people never have to worry about paying estate taxes. Only estates valued at $5.49 million or more ($10.98 million or more for couples) are subject to the federal estate tax. However, even if your estate falls below that threshold, there are still numerous reasons why you may benefit from┬ácohesive estate planning. It allows you to pass on your assets …