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Tax administration and living trusts in California
In California, there are seven types of trusts. These include the six that go into effect at the time of an individual’s death
The basic premise of estate planning
Asset protection techniques include the steps an individual can take to avoid the potential loss of property when targeted by a lawsuit. These
What happens with a will after a person dies?
When a person with a will passes away, the will must be filed in probate court before assets listed in the will can
In a second marriage, careful estate planning can protect your children.
Marriages come with many changes, and you should update your estate plan to reflect this happy event in your life. However, if you
Common pitfalls to avoid with beneficiary designations
When Californians get a life insurance policy or open a retirement account, one of the first steps is to fill out a beneficiary
Accounting for problem children in an estate plan
Many Californians have some familiarity with wills and trusts, whereas others are just starting to learn the differences and potential benefits of each.
The tasks of the executor of a will
When thinking about the future and making a plan to pass on assets, a California resident may consider who they want to name
Obtaining probate documents from the court
Losing a loved one is a complex experience. There are emotional aspects to consider as well as logical obligations to handle, such as
Do beneficiaries need a copy of an inventory during probate?
The executor of a California estate has a lot of responsibilities. Because it is important to know exactly what assets are part of
When it comes to trusts, choose trustees wisely
When estate planning, it can sometimes seem as if there are more questions than answers. However, asking certain questions can help California residents
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