Shoup Legal, A Professional Law Corporation can be reached at (951) 445-4114.
It’s almost April 15th which means tax time is upon us, and you might be wondering how estate planning can affect individual taxation. The answer to that question will depend on your net worth, tax status and filing choices, as well as any long-term documents that you have in place, such as irrevocable trusts. There […]
As we enter the spring season it is natural to think about cleaning and organizing our lives. Whether it’s sprucing up our home, office or neighborhood, this can be a rejuvenating time for renewing the positive energy of spring. Among your cleaning tasks, you should also include your estate plan which may be outdated or […]
We all want to protect our loved ones, and creating an estate plan ensures that your assets go directly to your heirs. An estate plan helps distribute your assets to designated family members to ensure ongoing financial support. If you worry about the future well-being of your family, then estate planning is the core solution […]
2025 is right around the corner, and you are probably thinking about a few new year’s resolutions that you can commit to. Those may be personal and practical ideas to improve your life, but you can also make resolutions that support the legacy that you will leave to your family in the future. One of […]
As the holiday season unfolds, you may find yourself spending cherished time with family, celebrating, and expressing gratitude for their presence in your life. This season is a perfect opportunity to not only share memories but also discuss important matters, such as health, finances, and family assets. How to Approach Estate Planning and Future Planning […]
As Veteran’s Day approaches, I want to speak to those who have served in our military. First, thank you for your service! All of you have made personal and professional sacrifices to be a member of our armed forces, and words cannot express our appreciation. In return, I want to show you how to secure […]
If you’ve been waiting to create or update your estate plan, now is the perfect time to finally get it done! National Estate Planning Awareness Week brings along a great opportunity for you to protect yourself, your loved ones, and leave behind a legacy you can be proud of. What is Estate Planning? The term […]
On September 8th, we have an important holiday to appreciate the special role of grandparents in our families. As a grandparent, you are likely more focused on celebrating your grandchildren and the joy they bring, and you may want to know if there are ways to help secure their future on Grandparent’s Day. Estate planning […]
As we prepare to celebrate Independence Day here in the US, we often think about the freedoms that we enjoy. The US Constitution guarantees us a range of liberties that are unique in the world, and have shaped American culture. However, not all of our freedoms are spelled out, and one of the less appreciated […]
If you are a professional educator, then you may be looking forward to a well-earned summer break. While vacations, home repairs and family time will likely take center stage, there is one task that you should not put aside during your time off. This is the perfect opportunity to learn about wills and trusts, and […]
