News - Kevin J. Moore & Associates

News

Don’t Play Small with Your Small Business

kevin moore business litigation

Disregard for legalities can lead to unnecessary expenses. Too often small business owners make professional agreements with a simple handshake, placing their trust in a friend or acquaintance because they believe it’s easier, quicker, and cheaper than consulting an attorney. Whether you run a regional chain of restaurants, a professional consulting firm or simply rent out a residential property, it pays to make sure your contracts and commitments are legally […]

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Debby Doitch: Fighting For Her Clients

Litigation Attorney

Litigation Attorney Debby Doitch is passionate about helping clients involved in law suits. Born in South Africa, Debby’s family moved to Santa Clarita, California when she was in the seventh grade.  She attended Valencia high school there before enrolling at California State Northridge and began pursuing her psychology degree.  After graduation, Debby worked with special needs children as a behavior intervention specialist for two years. After contemplation as to which […]

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Ten Wealth Preservation Strategies

estate planning

Estate and tax planning — it’s a subject many people like to avoid. That’s often because they think that estate planning is about two topics they’d rather not focus on: death and taxes. For some people, estate and tax planning is about something even more ominous: death, taxes and math. There is, however, another way to look at estate and tax planning. Beyond the details it’s about doing something that […]

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Zye Acuna: Showing Up to “Do the Right Thing”

Zye Acuna Paralegal

Paralegal Zye Acuna discovered her passion for justice at a young age. Somewhere between eight years playing flute in the school band and two years on the drumline in her hometown of Chino Hills, Zye connected with an innate sense of fairness and a deep respect for doing the right thing. A career in the legal field seemed a natural fit for her. With a degree in political science and […]

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Avoiding Probate With a Living Trust Doesn’t Mean Avoiding Trust Administration

trust administration living trust

Creating a living trust is one of the most effective ways to set up the smooth transfer of assets from one generation to another, avoid the time and cost of the probate administration process, and eliminate or reduce certain tax burdens. Setting up a living trust, however, doesn’t avoid the process of trust administration.   But what exactly is trust administration? Broadly speaking, it’s the process by which the assets of a trust […]

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Protect Your Inheritance: How Probate Litigation Can Defend Your Rights as a Beneficiary

Kevin J. Moore - probate litigation

One of the most responsible and loving gifts a parent or spouse can provide is an estate plan that clearly articulates the distribution of assets after their death. A solid estate plan can eliminate the probate process, protect wealth, minimize or eliminate taxes, and deliver financial security for generations to come. The wishes of the deceased are assessed, addressed through estate planning, often utilizing trusts. Without a plan, all assets and debts must […]

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When an IRA Trust is a Good Estate Planning Tool

ira trust - family estate planning

Many of my clients have accumulated substantial assets in an IRA. It is commonly, along with their real estate holdings, one of the largest assets they have in their estate. There are, however, certain issues that arise when the owner of the IRA passes away. Most notably, the assets in an IRA do not pass through a living trust. They pass to the beneficiaries pursuant to the terms of the […]

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International Tax Planning Helps Foreign Nationals Buy Peace of Mind

kevin j moore - international tax planning

In 2012, foreign nationals conducted about 17 percent of real estate transactions in California. They may have engaged the professional assistance of real estate agents and brokers to streamline the purchase process but without thoughtful attention to legal details around international tax planning strategies, they may be putting their U.S. assets at risk of significant gift and estate tax consequences – often to the tune of 40% of the property […]

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Don’t Forget Property Tax Issues When Planning Your Estate

kevin j moore - property tax issues

As a property owner or investor, you know the drill: the tax assessor establishes the value of any property you own at the time of purchase and you are responsible for the taxes based on that assessment. Your property tax rate may go up annually – but not by more than 2% a year thanks to Proposition 13. But what happens when you pass your property on as part of […]

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