Do Not Plan Your Estate Around Specific Assets! – The case of Jim.
Unless there are compelling reasons why a specific asset should go to a specific person, you should not try to plan around specific assets. We are repeatedly asked why do I need a trust? I want to add my kid’s names as beneficiaries to my accounts and add them to the title of my property. […]
Do You Have a Permanent “Intent” to Reside in the US?
The United States is a land of opportunity, drawing people every single day. As people immigrate to the United States, it’s important for them to have their financial house in order… and often, that includes estate tax planning. At Singh Law Firm, we’re pleased to walk clients through all aspects of the estate tax law […]
Gift Trusts for Minors
School is in session and the little (and not so little) ones are off. You can see them in the mornings, walking through our Del Monte Forest to get to their schools on time. It is a wonderful time of year that is focused on children, routines, goals, and education. On a broader scale, as […]