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Tag Archives: Epic
End of Life Option Act
On October 5, 2015, Governor Brown signed Assembly Bill No. 15 authorizing the following procedure: The patient must be at least 18 years old and has established that he or she is a California resident. He or she has submitted … Continue reading
Portability- The Best Kept Secre
Recently the IRS released statistics for federal estate tax returns (form 706s) filed in 2011, which was the first year of portability (the ability of the surviving spouse to add the deceased spouse’s estate tax exemption to the surviving spouse’s … Continue reading
Posted in Uncategorized
Tagged Advanced Health Care Directive, assets, Conflicts, corperations, Dynasty Trust, Epic, Estate, Estate Planning, HIPAA, IRS, Legal, Legal Conflicts, living trust, Living Trusts, living will, NEW RULES, pour over wills, r, Randy S, Randy Spiro, special needs, stock, super lawyer, superlawyer, tax, taxes, transfering assets, Trust, Trusts, Trusts. Decendants, will
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The need to file an estate tax return even when it is not required
A person can die in 2011 with up to $5,000,000 and his or her estate will pay no federal estate taxes. The federal estate tax return, form 706, is not required to be filed if the gross estate of a … Continue reading
Posted in Estate Planning, Law, Super Lawyer, Uncategorized
Tagged Advanced Health Care Directive, Conflicts, Epic, Estate, Estate Planning, Living Trusts, living will, Randy S, Randy Spiro, Trusts, Wills
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Danger signs when a family member tries to speak for a client
When estate planning attorney Bill first met John and Mary, they were in their early 50s, alert and vigorous. Over the years, their health has declined, but they still were clear on what they wanted and didn’t want. Recently, their … Continue reading
Posted in Law, Super Lawyer, Uncategorized
Tagged Conflicts, Epic, Estate, Estate Planning, Legal Conflicts, living trust, living will, Randy S, Randy Spiro, Trusts, Wills
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Randy Spiro Presents: You Can't Take It With You 