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Opelon LLP is a California Estate Planning Law Firm based in San Diego. We assist individuals and families with protecting what matters most to them through comprehensive estate planning. This includes the use of Wills, Trusts, Power of Attorneys, HIPAA Authorizations, and other related documents.
Over and over, we read the stories of celebrities who died with an estate plan.
Whether it’s wills, trusts, or co-ownership agreements, you’d think that these people will have something ready when they pass away. This makes the news of celebrities dying without a will so much more shocking.
In 2021 the federal Estate Tax Exemption is 11.7 million for an individual or 23.4 million for a married couple. So how does this affect you? Put simply, this will only affect you if the total value of your estate exceeds the tax exemption amount.
An irrevocable life insurance trust (ILIT) is an advanced estate planning vehicle to hold life insurance policies. The main goal of an ILIT is to make sure the life insurance policy proceeds will not be subject to any federal estate tax or California death taxes on the death of the person who is insured (or their spouse).
Making health care power of attorney means designating someone as your spokesperson for your health care decisions; if you are not in a position to make communicative decisions about aspects of your health care
What is a California Durable Power of Attorney? A California Durable Power of Attorney is a document that authorizes your …
Understand the California Durable Power of Attorney in 2 Minutes! (2021) Read More »
If you’re dealing with the probate process in the state of California, you can count yourself relatively lucky. It may …
Estate planning can be overwhelming at first glance. That is why we have created a super simple 21-step estate planning checklist. Use this estate planning checklist to start thinking about how to plan to protect your hard-earned assets and loved ones.
Will vs Trust made simple! Have you ever wondered what the difference between a will and a trust is? And no, it is not common knowledge… However, It Can Have A Gigantic Impact On The Lives Of The Ones You Care Most About.
This article will greatly benefit anyone who has property and has someone they would like that property to go to someday.
If you have minor children, you should strongly consider naming a guardian. Here are eight easy steps to guide you through the process of choosing someone responsible who can raise your kids in case something happens to both parents.
How should you hold your California investment real estate? The following discussion explains some of the options available to landlords …
