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The information and materials on this Web site are provided for general informational purposes only, and are not intended to be legal advice. We attempt to provide quality information, but the law changes frequently, and varies from jurisdiction to jurisdiction. The information and materials provided are general in nature, and may not apply to a specific factual or legal circumstance. An attorney and client relationship should not be implied. Nothing on this Web site is intended to substitute for the advice of an attorney; therefore, if you require legal advice, please consult with a competent attorney licensed to practice in your jurisdiction.
How To Transfer Your Retirement Accounts in Your Estate Plan
/by Garmo & GarmoAn estate plan should address all your personal, family, and business needs and expectations in the best possible way. There are several assets that need to be considered when you are focusing on building a more secure financial future through timely and prudent estate planning. As part of the plan, you should know what the […]
Estate Planning for Aging Parents
/by Garmo & Garmo, LLPThinking about the possibility of your parent’s death or incapacitation can be difficult to say the least. However, it is something you need to do, as it is the only way to ensure your parents’ wishes are carried out after their passing and their assets are managed, divided, and distributed as per their instructions. Talking […]
Building Flexibility into Your Estate Plan
/by Garmo & Garmo, LLPCreating an estate plan is without a doubt the best way to plan for the uncertainties in life, protect your assets, and provide for your loved ones. However, your estate plan should be flexible enough to be updated or revised as and when the circumstances change. Here are four useful tips to build flexibility into […]
Estate Planning for New Parents
/by Garmo & Garmo, LLPAs a new parent, taking care of your baby and catching a good night’s sleep (if possible) might be your top priorities. And during this season of your life, planning for your incapacitation or death is probably the last thing you want to think about. However, it is necessary to plan for these contingencies – […]
California’s Transfer on Death Deed: What You Need to Know
/by Garmo & Garmo LLPA transfer on death (TOD) deed is an estate planning device that allows you to pass on your real estate property to your loved ones in the event of your death. Introduced in California in 2016 through AB 139, TODs allow you to transfer real estate property to your beneficiaries without having to set up […]
Why You Shouldn’t Create a DIY Will
/by Garmo & Garmo LLPThe devastation to human life caused by the pandemic has forced many people – including young people – to think about what would happen to their family in case the unthinkable happens. As a result, people are rushing to create online wills, so that their assets are passed on to beneficiaries of their choosing in […]
Strategies For Ensuring Your Home Is Passed on to Your Children
/by Garmo & Garmo, LLPAs a parent, you want to make sure that your home is passed on to your children after you are gone. Aside from its monetary value, your home also has a lot of sentimental value, so it’s understandable that you would want to make sure your children can inherit it without having to deal with […]
How to Update Your Estate Plan
/by Garmo & Garmo, LLPIf your estate plan is three or more years old, or if an heir has died, you need to have it reviewed. Your estate planning attorney should also review the plan when specific events occur in your life. These events include if you got divorced, moved to another state, or you have a new child […]
The Rising Costs of Long-Term Medical Care
/by Garmo & Garmo, LLPHave you ever wondered what would happen to you if you were to suffer a debilitating injury or a medical condition that might require long term care? As unpleasant as it might be to think about, it is a possibility you should plan for. By 2030, approximately 24 million people in the US could require […]
Joint Tenancy Problems in Estate Planning
/by Garmo & Garmo, LLPJoint tenancy is seen by many as one of the easiest ways to pass on their assets to their loved ones without having to go through probate. While it is true that a joint tenancy arrangement can help you bypass the probate process, it is not an effective tool for estate planning – due to […]