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Sharma Kliche - Our Family Protecting Yours.

June 12, 2019

When filing an immigration petition (family based), the test is NOT marriage to a U.S. citizen but rather do you have a life together?  We recommend submitting as many substantiation documents as possible showing that you have a life together.  These include joint tax...

March 20, 2019

What is asset protection?  Does an estate plan provide it?         

Asset protection is the process in which attorneys put up barriers between you (specifically your assets) and potential creditors.  Assets include anything o...

November 29, 2018

The holidays are a time to enjoy with family and friends.  It’s also a time to think about the well being of your loved ones.  We offer full comprehensive estate plans that will ensure that your family is protected if something happens to you!  Our plans offer a trust,...

June 7, 2018

If you just moved to California, and you have a will created in a different state, you may need to redo it.  The reason is that wills are not given powers in California.  This means that a will does not protect against probate, federal taxes, or creditors.  In Californ...

May 2, 2018

Some states give a will more power than other states.  However, California is NOT one of them.  Here in California, if you simply have a will and forego creating a complete living trust, your estate will be subject to probate.  A will does not protect from probate, fed...

March 22, 2018

Yes! 

If you create a comprehensive trust, it will include asset protection measures.  These measures can be used to protect your children, or any other beneficiaries, from creditors who are trying to take their respective inheritances!  Having a proper trust will offe...

March 19, 2018

Today, I am going to share a story with you.  This one involves the consequences of not preparing for the unexpected.  At the age of 21, I lost my father suddenly.  It was horrible.  One minute he was right there with me…we were driving in my car that I was so proud of...

March 16, 2018

The law uses certain terms interchangeably.  Unfortunately, these terms are confusing to the layperson.  An estate plan is the correct term and refers to all of the following documents: trust, will, durable powers of attorney for finance and health care, and HIPAA.  Th...

March 10, 2018

The current new federal estate tax exemption amount has now moved to $11.2 Million Dollars for a single person (this includes the $10 Million plus inflation adjustment).  This essentially means that if you total estate value is less than that amount, the federal govern...

November 30, 2017

Yes!  The creation of an estate plan for you and your spouse is a great substantiation document that you can submit as proof of your life together.  USCIS looks for proof that you and your spouse have a life together.  This includes joint bank accounts, joint utility b...

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