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Long Beach Office

Legal Services

  • Contacting Us
    Tel: (562) 901-3050
    Fax: (562) 901-3051
    jsawday@tldlaw.com
  • -Estate Planning
    Our family package includes a Living Trust, Wills, Durable Powers of Attorneys and Advance Health Care Directives drafted according to your wishes. It includes two meetings with an attorney, one real property deed transfer and free notarization. We can also prepare estate planning documents a la carte depending on your immediate needs.
  • -Trust Administration
    We can assist you with trust administration for a loved one's revocable or irrevocable trust upon his or her death. We can also help you transition your estate planning documents if your spouse has passed away. There are many things that should be done and having our guidance on your side can make the process even easier.
  • -Probate
    We can help you with your probate matters and other asset transfers upon the death of your loved one.

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Turkey Talk.

Don't you think that estate planning, financial planning and other sorts of financial preparation like saving for college, retirement or purchasing life insurance would be less taboo in general  if people discussed these matters with their family routinely? 

I mean everyone already knows that Brit is divorcing Kevin. Shouldn't everyone know that you've got a great college savings account opened up for your child? You don't have to share specifics, but just general sentiments.

Thanksgiving is just around the corner.

Imagine sitting at the family table at Thanksgiving and announcing that you figured out your gross estate is $1.6 million if you died today and that you are starting to think about tax planning as part of your estate planning. What would everyone think? In reality, who cares as these issues are so important that talking about them is really the best thing.

Talk about planning for the future, talk about what would happen if Mom or Dad died, talk about saving money for college in a 529 plan. Just talk. When you talk, you share ideas, compassion and a sense of motivation that taking care of your estate planning and financial affairs is truly an important thing to do.

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Comments

Here is a useful article on Estate planning law in Ontario Canada and the effects of not having a last will and testament that was written by a Toronto Wills Lawyer- http://www.zvulony.com/do_i_need_a_will.html

Financial planning, Banking & cash management is an important part of every business.....

Financial planning, Banking & cash management is an important part of every business.....

Nice read!

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