Vanessa Terzian E: vterzian@lagerlof.com PH: 818-864-6174 | Edward Terzian E: consultation@inheritancerecovery.com PH: 818-579-2358
How to Protect Your Assets Through Estate Planning If you need to transfer assets to or from an estate, retirement fund, bank account, or other property/accounts for any reason, there are a few intelligent places to transfer to, with the help of a Personal Family Lawyer®. Certain places that you can transfer money to–both in…
DetailsHow to Correctly Name Beneficiaries for Your IRAs You could be unintentionally reducing your family’s wealth potential if you do not properly designate the beneficiaries of your IRAs. Improper estate planning could mean that your IRA assets could pass to the wrong people or entities, so how you execute your beneficiary designations is critically important.…
DetailsWhat to Do When You Inherit a Retirement Account As a Personal Family Lawyer®, I am often asked to help people who inherit a retirement account. The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced that they will be cracking…
DetailsWhat a Will Won’t Do There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you decrease your…
DetailsAvoid these 10 Common Estate Planning Mistakes As a Personal Family Lawyer, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional guidance, this can cause more…
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