Video Description
Hi. This is Marc Herbert from Harvard Law Office with our annual report about changes in the estate and gift taxes for 2024. Now, I could do a ten minute video on each of these topics, but I just want to focus on the five most important issues that are going to affect most people… Continue Reading Estate Tax Changes for 2024
Hi. This is Marc Herbert from Herbert Law Office with the Question of the week, which is, do I have a right to know what’s in my parents estate plan? Now, this question usually comes up in the context of someone who hears their parents or their children or somebody talking about building an estate… Continue Reading Do I Have A Right To See My Parent’s Estate Plan?
Hi. This is Marc Herbert from Herbert Law Office with the Question of the Week. Last week I was asked, you know, I don’t have a whole lot of money. Can I just write a will all by myself? So the answer to that is yes. But you have to be very careful. California has… Continue Reading Can I Write A Will By Myself?
Hi state planning attorney Marc Herbert here with the latest information about gift and estate taxes for 2023. As an attorney since 1995, a major focus of my office is to help California families avoid probate court and unnecessary taxes. But every year there are new state and federal tax laws that affect our ability… Continue Reading Gift & Estate Tax Changes YOU Should Know
Hi. This is Marc Herbert from Herbert Law Office with the Question of the week, which is are trusts only for wealthy people? Well, the simple answer is no. Trusts are really for middle class people and wealthy people as well. But it’s pretty much for anybody who has a house. Anybody who has young… Continue Reading Are Trusts Only For Wealthy People?
Hi. This is Marc Herbert from Herbert Law Office with the Question of the Week. Over the weekend, I got asked, do I even need an estate plan since I’m not rich? Well, my answer always is that depends. So if you have a house or any kind of land in California worth $55,000 or… Continue Reading Do I Need an Estate Plan If I’m Not Wealthy?
Hi. This is Marc Herbert from Herbert Law Office with the Question of the Week. This week I was asked, can we contest the executor or successor trustee in the estate planning documents? And the answer is yes, you can do that. Actually, two different ways. But you have to be very careful. And I… Continue Reading Can You Contest The Executor or Successor Trustee of an Estate Plan?
Hi, This is Marc Herbert from Herbert Law Office with the Question of the Week. Yesterday, I was asked by a client what happens if the terms of the trust or the will that I’m a beneficiary for are being violated by the trustee or the executor. So the first thing you need to understand… Continue Reading What Happens If an Executor Refuses To Fulfill The Terms of A Trust?
Hi. This is Marc Herbert from Herbert Law Office with the Question of the week, which is, can I refinance a house held in my trust? The answer is yes, but you have to be careful. I actually got this question last week during Thanksgiving, a family member had just refinanced their house. They have… Continue Reading Can I Refinance A House Held In My Trust?
Hi. This is Marc Herbert from Herbert Law Office with the Question of the Week. This week I got asked twice what happens to my property when I pass away. And that’s a great question. And it’s kind of a complicated question, too, because in California, it really depends on what type of assets you… Continue Reading What Happens To My Property When I Pass Away?