The Pour-Over Will: A Safeguard
What is a Pour-Over Will? A pour-over will is just a more specific name used for the kind of ‘last will and testament’ which intends to transfer some or all of a person’s [...]
Why You Don’t Want to End Up Like Aretha Franklin
by: Roxanna Aftahi Upon reading the title of this post, you may ask yourself, “Why would I not want to end up like Aretha Franklin?” After all, Franklin was an [...]
WHAT’S IN YOUR “RED FILE”?
With all of your planning– do you feel prepared for the sudden emergency phone call? Let’s face it, despite careful preparation, emergencies can happen. Imagine you get an unexpected [...]
DEATH TO THE DEATH TAX? WHO WINS?
President Donald Trump’s one page tax proposal was released on Wednesday morning. Within this proposal, the Trump administration is pushing for a repeal of something they refer to as the death [...]
WHAT HAPPENS TO YOUR SOCIAL MEDIA ACCOUNTS WHEN YOU DIE?
If you’re reading this, you likely have an online presence. The average person has numerous online accounts making up an entire digital life. There’s Facebook, Instagram, Twitter, LinkedIn, and [...]
TRUMP V. SANCTUARY CITIES
Although the shocking news about President Trump’s recent firing of the head of the FBI (in the midst of an FBI investigation of the Trump campaign) has understandably stolen all the headlines [...]
DON’T TRY THIS AT HOME (UNLESS YOU MUST!): WILLS, TRUSTS, AND ESTATE PLANNING
If you are one of the millions of people who have already purchased an estate planning document, such as a living trust or will, from an online template document mill service (i.e. Rocket [...]
WHAT’S THE DEAL WITH THE PROPOSED ESTATE TAX REPEAL?
With President Trump and the Republicans in Congress hoping to rewrite the U.S. tax code before the end of the year, the House of Representatives and the Senate will eventually have to agree on [...]
KOZA LAW GROUP IS MOVING TO A NEW ADDRESS
Effective January 1, 2018, Koza Law Group, APC (Estate Planning and Business Law firm) will have a new address. We are moving to the beautiful Palomar Triad Building located just a couple of [...]