Helene P.Dreyer Koch is an estate planning attorney in Indian Wells, California, focusing on Wills, Trusts and Probate. She is also a skilled legal writer and dynamic public speaker. (760) 360-2400.
- What Is a Discretionary Trust?
- How Can You Help with Their College Expenses?
- What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
- California Passes Right to Die Law
- DIY Death Transfer by Deed Is No Substitute for a Good Estate Plan
- Supreme Court Upholds Same Sex Marriage
- Remember: Update Insurance Policies When You Put Property In Your Trust
- Dangers of Do It Yourself Wills and Trusts
Category Archives: Consider This
I was the guest on the Ron Siegel Home and Finance radio show on Wednesday, June 19th [Money Radio 1200 AM (Desert), AM 1510 (Inland Empire / Orange County) and AM 1450 (North San Diego)]. You can catch the archive … Continue reading
There are several types of tax that may apply when a person dies. Failure to plan for these may result in higher taxes, imposition of penalties or interest, and lost opportunities. Some of these taxes are: Federal & State Income … Continue reading
Failure to inform means failing to let others know important things about your wishes and finances that they will need to know if you die or become incapacitated. Where is your Will? Do you have a trust? Do you have … Continue reading
Top 10 Mistakes People Make in Estate Planning, Wills and Trusts: # 10 – Failure to Plan for Liquidity
Failure to Plan for Liquidity is a common error. This mistake can occur regardless whether you’ve made a Will or estate plan, and even if you have a trust. For example: → You want to keep your vacation home available … Continue reading
Quotation No. 8: “The finest inheritance you can give to a child is to allow him to make his own way, completely on his own feet.” ~ Isadora Duncan
Quotation No. 7: “Sometimes the poorest man leaves his children the richest inheritance.” ~ Ruth E. Renkel
Remember These 5 Important Things in Your Will or Trust. Think you’ve thought of everything? Consider these five things people commonly forget: 1. Digital Assets. Keep a list with your Will that identifies accounts, bills, email addresses – everything you … Continue reading
Quotation No. 6: “He who inherits a hill must climb it.” ~ Spanish Proverb
Quotation No. 5: “Those who inherit fortunes are frequently more of a problem than those who made them.” ~ Congolese Proverb
Why should I make a trust? This is a common question. In this series of posts, here’s twenty great reasons to have a trust! Part C: Trusts Allow You to Better Protect Your Loved Ones. 9. A trust can protect … Continue reading