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Business, Family and Personal Injury Law Blog

Estate Planning and Gift Tax Exemption

June 24, 2020 — by John Conger
Tags: Estate Planning

The estate planning lawyers at Shore, McKinley, Conger & Jolley, LLP understand the nuances of tax laws. We help our Stockton, CA clients take advantage of loopholes, such as the gift tax exemption. Estate planning and gift tax exemption can maximize the amount of wealth that our clients are able to pass on to loved ones.

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Inheritance Disputes

March 30, 2020 — by John Conger
Tags: Estate Planning

Deaths are a tragic event for loved ones who are left behind. Adding to the tragedy is the fact that many deaths lead to inheritance disputes. The estate planning attorneys at Shore, McKinley, Conger & Jolley, LLP discuss the options available for clients with inheritance disputes.

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Estate Planning and Tax Considerations

September 10, 2019 — by John Conger
Tags: Estate Planning

Smart estate planning can reduce tax burdens and maximize asset benefits to beneficiaries. Shore, McKinley, Conger & Jolley, LLP covers some basics.

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Estate Planning Checklist

June 25, 2019 — by John Conger
Tags: Estate Planning Living Wills

This estate planning checklist will cover some of the basics on wills, trusts, and designating the beneficiaries of assets.

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Estate Planning and Family Limited Partnerships

November 9, 2018 — by John Conger
Tags: Estate Planning Family Limited Partnerships

Family limited partnerships are one option to protect your assets after the end of life. Our family law attorneys consider the benefits of this arrangement.

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Estate Planning: Wills vs. Trusts

August 18, 2018 — by John Conger
Tags: Wills Trusts Estate Planning

Wills and trusts can be complicated for people unfamiliar with estate planning. The Stockton, CA lawyers of Shore, McKinley, Conger & Jolley, LLP can offer sound legal advice.

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Beneficiary Protection In California Estate Matters

March 5, 2018 — by John Conger
Tags: Estate Planning Will Trust Beneficiary

Beneficiary protection is an important part of estate planning. Shore McKinley & Conger in Stockton, CA helps protect the rights of beneficiaries.

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Understanding Dynasty Trusts

January 30, 2018 — by John Conger
Tags: Estate Planning Trusts

At Shore, McKinley & Conger, our trust lawyers help clients protect their assets for generations to come with dynasty trusts.

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Estate Planning and Special Needs Trusts

November 25, 2017 — by John Conger
Tags: Estate Planning

At Shore McKinley & Conger, we are experienced in estate planning and special needs trusts to protect the interests of loved ones with special needs.

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Estate Planning Options: Revocable vs. Irrevocable Trusts

August 30, 2017 — by John Conger
Tags: Estate Planning Trusts

A living trust can be an important cornerstone of a well-rounded estate plan. Learn the differences between a revocable and an irrevocable trust.

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