Building Your Estate Plan with Attorney Gina Leguria
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- Опубликовано: 5 сен 2024
- I work with Gina on a personal basis. She is a kind and caring individual who offers a wealth of knowledge when it comes to forming your estate or business entity and I am grateful to have her on the show.
The Law Firm of Gina Leguria was founded in 2009, and we provide estate planning and elder law services in Modesto, California. We do everything possible to educate the public about the importance of planning ahead for the eventualities of aging. Our firm offers seminars on an ongoing basis, and Attorney Leguria also speaks at external events.
Here’s a huge “leave out” of part of this discussion is the TAX consequences associated with trusts AND custodial fees. These topics are so essential, yet I don’t see these items being addressed during trust discussions. Trusts are not just a set it and forget it item in estate planning. Trusts assets CAN be taxed at the HIGHEST tax rate - and THIS needs to be disclosed and discussed as an important part of estate planning!
Thanks Mike maybe California probate is a problem. but in New Jersey probate is pretty streamlined pretty easy for smaller estates like my mother’s I did it myself. We did have a trust before 2005, but the lawyer we had suspicions. Her name was on all the paperwork it seemed like. we title everything in the trust . We still had to go through probate. What changed my mind was when she said when you retire we will put your IRA in the trust with her, recommended the brokers! We when to a local attorney we just did a pour over will into testamentary trust. No need to fund the trust. We’re going to update soon. Dissolved the old trust with title to home at the county seat.
I think a trust is overrated for average folks. A simple will durable power of attorney with living wills is
easy & affordable.
It says 37 views and 49 likes. How is that possible ?
I have no idea lol. It has something to do with the way YouTUbe handles live streams.
Thank you for sharing this information!
You are so welcome! It was great having Gina on the show.
how much dows this cost, give me a range.
Hi John, feel free to contact her. This is her website:legurialaw.com/
great video guys
Thanks so much!
Hi Mike
How can I find out if TN changed/eliminated their capital gains tax laws regarding stock gains ?
Hi Tyler I would check on their department of taxation website or check specific news articles related to this topic. www.tn.gov/revenue.html Hopefully through some research you can find clarity if it passed.
Can I get a referral for Alaska?
Sure, let me reach out to Gina and see who she has out that way.
Mitchi McNabb - mcnabb.alaska.law@gmail.com
Anchorage 907 561 4529