Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
How to Use Estate Planning to Leave a Legacy Beyond What You Own Your estate is made up of everything you own, which includes your personal possessions as well as your home, a car, bank accounts, insurance, furniture and more. But your wealth is much more than just your financial assets. It includes your purposes,…
Think About Your Beneficiary Designations Over the Holidays As a Pasadena Wills and Trusts Lawyer and Glendale Probate Attorney I always discuss Beneficiary Designations with my clients. When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But…
How to Pass Along Family Heirlooms Peacefully As a Glendale Estate Planning Lawyer, I always get clients curious about how to most effectively pass down family heirlooms. A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that…
10 Estate Planning Questions to Ask Before Year-End As an Estate Lawyer in Pasadena, I often get clients rushing in before the year end, trying to take care of last minute estate planning. If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by…
Pasadena Wills and Trusts Lawyer and Glendale Estate Planning Lawyer Discusses Importance of Trusts 7 Reasons to Consider a Trust for Your Family-Tips from a Pasadena Wills and Trusts Lawyer and Glendale Estate Planning Lawyer Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means…
Probate Lawyer in Pasadena, CA and Wills and Trusts Lawyer in Glendale, CA Discusses Gifting Tips for Charitable Giving This Holiday Season From a Probate Lawyer in Pasadena, CA According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals. Holidays…
New Help for Financial Caregivers As a Wills Lawyer in Pasadena, I often see clients who are financial caregivers for elderly. If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary.…
So You’ve Been Named the Trustee of a Trust…Now What? As a Pasadena Probate Attorney and Wills and Trusts Lawyer in Pasadena, I know many of you have been asked by a family member of close friend to serve as the trustee of a trust are honored that the trust owner feels confident in relying…
Why Estate Planning is for Life, Not Death We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done with a Personal Family Lawyer, creating an estate plan makes your life…
As a Wills and Trusts Attorney in Pasadena, I always share some Tips & Rules for Estate Executors and Administrators If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails. Most parents name a child as an executor,…