Blog
Blog
Welcome to the insight Blog, which highlights thoughts and articles concerning a wide range of topics including estate planning, financial planning and management, life stages, and inspiration.
Beyoncé in Tax Court
This recent piece in Wealth Management highlights the importance of having an experienced professional to provide guidance about tax filing preparation, and in this matter specifically, deductions. In January, the star, also known as Queen B, was not immune from...
Digital Assets
Life After Death: Secure Your Digital Legacy Before You Die This recent piece in the Wall Street Journal notes the importance of reviewing your digital assets and the options that are available to owners to set up preferences before death. For example, some platforms...
The Confusing Fallout of Dying Without a Will
This is yet another WSJ piece about the heartache, hassle, and time and energy draining experience that is often the result when those close to us pass without a suitable estate plan in place. Additionally, many people misunderstand the consequences of having a Will,...
What Happens at the IRS After You File Your Taxes
After many of us submit our tax returns, we usually try to forget about the overwhelming and confusing topic until a hoped-for return shows up in a bank account. In between then, however, our returns are processed by IRS computers and/or staff. This piece from the...
The Biggest Mistakes People Make With Their Wills
Although the word Will is known by most, it is often a misunderstood estate planning tool in terms of what it does and does not do. Especially for those living in California and who own real property, it certainly does not accomplish what many believe it does....
Feeling the Urgency to Get to Estate Planning
COVID-19 has upended our plans and shifted our priorities. One task that has climbed up on the to-do list is to get to the estate planning that many have wanted to work on, but there were countless reasons why it remained undone. In recent weeks, many have...
Thoughts About Using the Would-Be Inheritance to Share Experiences Together
The linked article's discussion about spending part of a would-be inheritance on experiences shared with the grandchildren is worth consideration....
Tales of Inheriting the Family Vacation Home
The linked article raises a lot of important points to consider before assuming that children want the family vacation home. Additionally, family discussions that take place when the older generation can hear the thoughts of younger generation can be pivotal for...
“Living Apart Together” – the State of Gwyneth’s Marriage & Assets
Where we live has consequences. The linked article notes some of the impacts of choice of residency on marriage and/or divorce.
Important Tax Information to Be Aware of Before Making Gifts to Younger Generations
The linked article provides some helpful examples that shed light on information to be aware of when considering making gifts to younger generations....
2024 Copyright Claritas Law, APC | A Website Design by Ahrens Technologies
