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Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.”  Assuming that’s true, one might assume that the so-called “death tax” (e.g., the estate tax) [...]

Question: What happens when a celebrity passes away without any estate planning? Answer: The same thing that happens to anyone else who dies without an estate plan. The court decides. On August [...]

Should You Rely on One or Not? What is a will? Should we be relying on wills? Are they worth the effort and cost to create? We can generally agree that it’s better to have a suitable and [...]

Day 3 of Estate Planning Awareness “Failing to plan is planning to fail.” It’s been said so many times, about so many topics, it couldn’t be more true when it comes to [...]

Day 2 Estate Planning allows you to make a plan … and a backup plan! When creating a complete estate plan, you will execute a trust in order to take advantage of the many benefits it can provide. [...]

Day 1- Monday, October 17, 2022 Estate planning is important if you want to save your loved ones from having to endure avoidable hardships which may arise from your death or incapacity. If you [...]

What is a Trust? A trust is a contract that establishes a legal relationship of trust (i.e., a fiduciary relationship) between an owner of an asset and a party empowered to manage the asset [...]

What is the cost of dying without a living trust? Let’s take a quick look at one recent and well-known case. On August 28, 2020, Chadwick Boseman, an actor most well-known for his role as [...]

As of May 4, 2022, Expertise.com’s curated “best of” lists now include Koza Law Group. Koza Law Group has been selected as one of the ten best business law firms in the Carlsbad [...]

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 [...]