First Steps in Handling the Estate of a Loved One
It can be overwhelming when someone close to you dies, and you have to deal with the emotional loss while you handle the legal and financial matters of the deceased person’s estate. In times like this, it can help to have some guidance.
The good news is that you do not have to do...
Saying Goodbye to The Current Gift and Estate Tax Exemption?
What Assets Can Be Transferred Into a Trust?
You just got your living trust set up, and you are feeling relieved about the future for yourself and your loved ones. If you become disabled, your successor trustee can manage your financial matters. When you die, your estate will not have to go through probate court. But not so fast. Your trust is...
How Can I Keep My Kids From Fighting Over Their Inheritance?
Even siblings who got along during your lifetime might become estranged from each other if they fight over their inheritance. With a little guidance, you can avoid situations in which your children become enemies for life. A California estate planning attorney can talk to you and suggest specific things that you can do...
What Is an Irrevocable Trust?
Trust agreements are used in estate plans. These flexible estate planning tools allow you to customize your estate plan to meet your needs and goals. With many different types of trusts, it is important to understand the differences before choosing the type of trust for your estate plan. A California estate planning attorney...
Answering Common Questions Clients Have About Estate Planning
Estate planning is an essential step in ensuring your wishes are carried out after your death. However, it is also the best way to ensure that your family and loved ones are cared for when you die. Generally, most people have questions about estate planning.
Instead of putting off estate planning because you have...
5 Questions to Ask Before You Write Your Will
A Beginner’s Guide to Living Trusts
Estate planning may include numerous documents to protect your assets and your loved ones. You may have a Last Will and Testament, but you may also have one or more trust agreements. Trusts are common estate planning documents.
There are many types of trusts you may choose from based on your needs. A
When Should I Start With My Estate Plan?
Ideally, you should start with your estate plan as soon as California law allows. In California, a person who is at least 18 years old or is an emancipated minor can write a valid will, trust, and other estate planning documents.
If you are no longer a child and you become severely sick or...
Estate Planning Tips to Keep Your Money in the Family
The last thing that most people want is for their loved ones to get shortchanged because your estate had to pay avoidable expenses or taxes after you died. Every dollar that your estate has to pay in taxes or costs is a dollar that your family will never get.
There are many ways to...