Updated:

New Tax Act Doubles Gift and Estate Tax Exemption: Now What?

On December 22, 2017, President Trump signed a bill that makes huge changes to the American tax system—including the estate and gift tax. As of 2018, individuals can give away up to $11.2 million free of estate and gift tax, and couples can combine that to give away up to $22.4 million!…
Updated:

Dealing With Dementia: Episode Two of Life/Death/Law

I’m thrilled to share Episode 2 of my podcast: Life/Death/Law, Dealing with Dementia. It’s almost Christmas, so, in the holiday spirit, I’m taking a look at a difficult, Home-For-The-Holidays moment — you get home and realize that your parents just seem…. a…
Send your questions & suggestions

Contact me with your podcast/ blog questions or suggestions for future articles and podcast episodes.

(669) 232-0872 lifedeathlawpodcast@gmailcom

Updated:

Life/Death/Law Podcast: Episode 1! Purposeful Prenups

Welcome to my new podcast, Life/Death/Law, where I explore the intersection of life, death, law (and love)–otherwise known as estate planning. In this first episode Emily Bouchard, a family dynamics and money coach and the managing partner at Wealth Legacy Group, talks to me about…
Updated:

California Passes New Law Allowing Executors and Trustees Access to Digital Assets

As of January 1, 2017, California has a new law (The Revised Fiduciary Access to Digital Assets Act) that allows executors and trustees to gain disclosure of a person’s digital assets after the original user’s death under certain conditions. This is a good thing because, until…
Updated:

FDIC Insurance for Trust Accounts

Most people know that the FDIC (Federal Deposit Insurance Corporation) insures bank accounts for up to $250,000 per depositor per covered bank. This insurance was increased from $100,000 to $250,000 in 2008, to reassure people during the chaos of the financial meltdown that started in that…
Updated:

Refinancing a house held in a living trust

I can usually tell when mortgage rates begin to drop because my phone starts ringing with former clients who are trying to refinance.  Often, their loan broker wants them to supply assurances that, if the living trust owns the house, the trust gives the Trustee the power to mortgage the…
Updated:

Single? No Estate Plan? Bad Idea

A few months ago, the New York Times published an article entitled, “Single? No Children? No Will? Big Mistake.” I’ve been meaning to write about it ever since. The author writes, “Certain people never reach one of those obvious points in their lives to write one. If…
Updated:

An Old Friend and California’s End Of Life Option Act

When I started writing about California’s End of Life Option Act in this blog, I never imagined that an old friend, from a job that I had in the late 1980’s and early 1990’s, would be one of the people in California to make use of it. But in late March, Tom Negrino,…

Liza’s Most Recent Books