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24. Estate Planning Practice Blog A Compendium of Matters Involving Estate Planning and Probate in California. http://blogs.tldlaw.com/estate_planning/

Estate Planning Practice Blog The Authors Jennifer N. Sawday Jennifer is an associate at . Jennifer's emphasis is in estate planning, probate and trust administration and related litigation matters. jsawday@tldlaw.com Monica Goel Monica is an associate at . Monica's emphasis is in estate planning, trust administration, probate, and trust and probate litigation. mgoel@tldlaw.com The Firm Locations Downey Office 10841 Paramount Blvd. 3rd Floor Downey, CA 90241 Phone: (562) 923-0971 FAX: (562) 869-4607 Irvine Office 1920 Main Street Suite 1000 Irvine, CA 92641 Phone: (949) 756-0684 FAX: (949) 756-0596 Long Beach Office 100 West Broadway Suite 6030 Long Beach, CA 90802 Phone: (562) 901-3050 FAX: (562) 901-3051 was established in the city of Downey in 1961. The firm expanded with the opening of its Irvine office in 1989, and its Long Beach office in 2001. From our centrally located offices in Los Angeles and Orange County, the firm services clients throughout Southern California. Consumer Practice Group Estate Planning and Probate Family Law Personal Injury Law Civil Litigation Law Business Practice Group Business Litigation Corporate and Business Law Employment Law Financial Institutions Intellectual Property Real Estate and Land Use Law The information in this blog is not legal advice, and your use of it does not create an attorney-client relationship. Any liability that might arise from your use or reliance on this blog or any links from this blog is expressly disclaimed. This blog is not legal advice, is not to be acted on as such, may not be current and is subject to change without notice.

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LORETTA M MCCLARY ESQUIRE LLC Attorney at Law Accounting Services Tax Preparation ... Consulting Estate Planning Will you be prepared? Your will is the cornerstone of your estate plan, the place where it all begins. It has been estimated that seven out of every ten Americans have an outdated will, or die without a will or other testamentary document. Selecting an attorney Like many people, you may be uncertain about going to an attorney. But an attorney who specializes in estate planning and tax law knows the right questions to ask and the best ways to help you accomplish your goals. Our knowledge, experience and efficiency often allows us to create a more complete plan at or below what a general practitioner would charge. If you need an estate-planning attorney, Loretta McClary can be of service to you. Benefits of estate planning with Loretta M. McClary Esquire LLC include identifying your major objectives. These objectives may include: a Providing for your immediate family. a Providing for other relatives who need help and guidance. a Getting your property to beneficiaries quickly.

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The Art and Science of Estate Planning Estate Planning Estate planning is an ongoing and interactive process between attorney and client. The process starts with a detailed analysis of estate planning objectives followed by the formulation of the estate plan best designed for the individual needs of the client. Personal objectives, business relationships and tax consequences are all taken into account in establishing the plan. Consideration is also given to minimizing probate and maximizing the client's control over his or her assets while living. Our client's other financial advisors, such as his or her accountant, financial planner, investment advisor and insurance advisor are brought in to the planning process. In appropriate cases, we explore the creation of family limited partnerships, limited liability companies and other entities. But, before we suggest any of the sophisticated estate planning strategies available to our clients, we recommend that they.. Starting With the Basics... In most situations, a Last Will and Testament is the most essential of estate planning documents. It is the only way you can name a guardian for your minor children and an executor to be responsible for the administration of your estate. Within the structure of a will, you can provide for the distribution of specific property, cash gifts, real estate, stocks and bonds and most other assets you may own at your death. Within the will, you can also put property in trust for its long-term administration.

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39. ABWE - Donor Advised Fund The Dimensions newsletter provides gift planning insights for Christians, based upon Biblical principles for stewardship. It is published two times a year http://www.abwe.org/give/estate_planning/donor_advised_fund.asp

Skip Navigation Home About Contact ... Give give menu Ways to Give Care for the Children Estate and Planned Giving New Donor Advised Funds ... New Rules for Vehicle Donations Give to ABWE's Work Donor Advised Fund What is a donor advised fund? It is a plan that allows a donor to make one, or a series of gifts to ABWE FOUNDATION Request Brochure Who can receive distributions from the fund? Tax Benefit Gifts used to establish the Donor Advised Fund and any future additions are tax deductible to the donor when contributed, regardless of when grants are made. Note: Distributions from the Fund are gifts from ABWE, and not tax deductible to the donor advisor. Fund Options Fund Purpose This means how and to whom the donor wants the income to be paid. This can be established in advance or recommended to the FOUNDATION from time to time. ABWE Foundation Responsibilities Provide the expertise for establishing the Donor Advised Fund Provide the administration of the Fund: Investing Accounting Making payments Appropriate tax information Ongoing financial counsel Giving Options Specific Option Missionary support Missionary projects A church A college or seminary A radio ministry Field of Interest Options Education Building Medical Aviation Evangelism Summary The Donor makes an irrevocable gift of cash, stocks, bonds or real estate to the

40. Estate_Planning Some of the most common Estate Planning objectives of Brookwood clients include Structuring investments, retirement accounts, and other assets so as to http://brookwoodwealth.com/Estate_Planning.html

Our Mission Investment Management Retirement ... Home Page Estate Planning Some of the most common Estate Planning objectives of Brookwood clients include: potential estate taxes. at death. charitable organizations, or others in a manner which minimizes taxes and achieves the client's planning objectives. members or others. WARNING: Creating an effective estate plan which can accomplish these types of objectives often requires the use of wills, trusts, and other legal documents that must be properly drafted to comply with IRS regulations and state and federal laws. Please be very cautious of so-called "estate plans", "revocable living trusts", wills, and other legal documents that are marketed via the internet or are offered by those who have no formal legal education and are NOT licensed to practice law. This is a serious issue that is widespread. Make sure you work with a licensed attorney when dealing with these types of important legal documents. At Brookwood, we offer free second opinions and a free investment portfolio analysis to those who meet with us, but here is how our process works. We believe that it's in your best interest and in our

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