By Mary-Justine Lanyon Docks are nothing new to Aaron Osekowsky. When he was in high school, Osekowsky worked on docks on Lake Arrowhead with Brian Perrin, one of his best friends whose father, Rob Perrin, owned Kiwi Docks. “During summer breaks,” Osekowsky said, “we...
Creating an estate plan with legal instruments like wills and trusts is the most thorough approach for designating successor owners for assets after someone passes away. However, less complex beneficiary options exist, too. Methods like joint accounts,...
Many individuals look for ways to gift assets before death as part of their estate plans. Understanding key aspects of federal gift tax rules, how gifts impact estate taxes and utilizing the unlimited marital deduction can help minimize tax liability. Annual...
https://www.coldwellbanker.com/ca/running-springs/31466-frontier-dr/lid-P00800000GWo2BlBI9mSedjGUOAdrIXYLsKo3OrT Prepare to be impressed! This mountain gem is a must see. Pull up to plenty of easy parking including a circular driveway, or pull straight into the two...
Though you are technically allowed to name a minor child as beneficiary of your 401(k), IRA or other employment-sponsored retirement account, it’s never a good idea. Minor children cannot inherit the account until they reach the age of majority – which can be as old...
Without proper estate planning, beloved pets face uncertain fates if owners become incapacitated or die prematurely. Animals could end up abandoned in shelters or with insensitive caregivers who fail to adhere to owners’ wishes. Creating a comprehensive pet trust is...
