There are several important provisions to include in your financial power of attorney, including: The power to gift. The power to amend an estate plan. The power to prosecute and defend legal actions. Learn about these provisions' advantages and potential risks from living trust attorney Max Alavi. 3 Key Provisions...
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Is Your Estate Plan Complete?
Statistics show that roughly two thirds of Americans do not have an estate plan in place. Even if you’re in the minority of people who do have an estate plan, it’s possible that your estate plan lacks critical components. It’s crucial to review your estate plan regularly, updating and revising...
Estate Planning Glossary
we have compiled a glossary of legal terms to help our clients and users better understand the legal concepts central to our practice
What Happens When the Trust and Transfer on Death Instructions on Accounts are Different?
No family wants to face this level of tension or acrimony. One of the primary goals of estate planning is to provide clarity so that this kind of discord never happens. That’s what makes it so important to ensure that all elements of your estate plan are harmonized, something that...
Max Alavi, Attorney at Law, APC: Contested Trust Litigation “Win”
Newport Beach, California, October 2018 – Max Alavi, Attorney at Law, APC, would like to announce the successful conclusion of another litigated trust matter. After a two-year battle in the Orange County Courthouse, Max Alavi, Attorney at Law, APC, could reclaim trust assets denied to our client, who had been...
Max Alavi, Attorney at Law, APC: Excited to Announce the Relocation of the Main Office to the New Location
Newport Beach, California, October 2019 – Max Alavi, Attorney at Law, APC, is pleased to inform you of our new office location at 2424 SE Bristol St. This move will allow for further expansion at a more client-friendly location situated off the 73 Freeway for easy travel access and better...
Max Alavi, Attorney at Law, APC is Excited to Announce its Santa Ana, Rancho Palos Verdes and Los Angeles Office Grand Openings on March 01, 2018
NEWPORT BEACH, CA, March 24, 2018 /24-7PressRelease/ -- Max Alavi, Attorney at Law, APC would like to share the exciting news of the addition to their office locations of Santa Ana, CA, Rancho Palos Verdes, CA, and Los Angeles, CA beginning in March 2018, adding these locations to our current...
Advantages of Marital Deduction Trusts and Bypass Trusts in Minimizing Federal Estate Taxes
There are several estate planning tools that allow one spouse to pass their estate to another, minimizing the estate tax burden upon their death. But which is the better option: A Marital Deduction Trust or a Bypass Trust? Find out from Max Alavi APC, OC Trusts Lawyer. Advantages of Marital...
Max Alavi APC replacing Alavi and Broyles LLP
Newport Beach, California, August 28, 2016 – Max Alavi, Attorney at Law, APC is now singularly focused on matters related to your estate. Effective immediately, Alavi & Broyles, LLP has been dissolved. Mr. Alavi has enjoyed a 24 year passion for matters related to estate planning, probate and trust contests...
Can I Transfer My IRA and Other Tax-Deferred Plans to My Living Trust?
Those with IRAs or similarly tax-deferred plans often wonder whether they should transfer ownership of their plan to a living trust. What are the merits of doing this? And does it typically make more sense to name a spouse, child, or grandchild as the beneficiary of the IRA? In a...