Category: Estate Planning

The specific documents in a California estate plan can vary somewhat. The general concept of a California estate plan is a combination of documents that protect the individual while one is alive and the heirs and beneficiaries after one’s death. Everyone has a unique situation and different goals and needs, which is why one person’s...

If you created a living trust 10 or 20 years ago, you probably need to update it to avoid problems for yourself and your beneficiaries. Even a living trust from five years ago could need some revisions if it is going to meet your current goals and needs.

A California estate planning attorney can...

For many people, their home is their largest asset. Therefore, they want their children to inherit their home. Working with a California estate planning attorney is the best way to ensure your children inherit your home after your death. Leaving Your Home to Your Adult Children There are four basic ways you can leave your home...

If you are named to serve as the personal representative of a loved one’s estate, you will have many responsibilities under the California probate code. One of these tasks is to file an inventory with the probate court. You will have to follow the rules and perform this task correctly before the judge will...

As you evaluate your preparations for retirement, you need to know how your income will get taxed after you stop working and have a fixed income. Many people rely primarily or solely on Social Security retirement benefits when they retire. Pensions are not as commonplace as they used to be. Some people invest...

Serving as the caregiver for an aging relative with Alzheimer’s disease or another form of dementia can be exhausting, stressful, and isolating. Since millions of Americans find themselves in this situation, it could help if you have a few pointers to help you on this challenging path.

A California elder law attorney can...

No one enjoys paying taxes. However, there are very few people who are able to avoid paying some form of taxes during their lifetime. Unfortunately, some individuals pay taxes after their death. Estate taxes can be a burden on your family. Our California elder law attorney can help you develop strategies for avoiding...

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...

It has never been more important to take advantage of the current gift and estate tax exemptions. Currently, Congress seems poised to work on legislation that would increase the tax rate and decrease the dollar amount for the estate tax. A recent plan unveiled by Bernie Sanders proposes to raise estate tax rates from the...

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...