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A marriage commitment comes with significant effects on our wealth and estates. Many ignore this fact and concentrate only on the matter until things are out of control. Whether you are getting into your first, second, or third marriage, it is essential to consider...
California law gives you the freedom to decide how you want your loved ones to inherit your assets after you pass. You can choose to use a will, which would set forth your wishes in a document that becomes effective after your death. Or you may use a revocable living...
California residents often include irrevocable trusts in their estate plans because they can reduce estate taxes, protect assets and ensure continuing access to government programs and benefits. The problem with irrevocable trusts, as the name implies, is they are...
If your family is like many others in California, the winter holidays are often the only time you and your adult children are in the same room together. This makes it an ideal time to hold a family meeting to discuss estate planning. Preparing for the conversation...
When a spendthrift is created in California, it is a trust that puts limitations on a beneficiary’s access to the funds that are within the trust account. There are two benefits to this type of estate planning tool. First, it sees to it that the beneficiaries you care...
When selecting an individual to act as an executor or an administrator of your estate, many people in California ask a family member or a close, trusted friend to do the job. However, for some people, this choice is not possible or practical. Consider these attributes...
California residents with estate plans in place enjoy peace of mind because they know that difficult end-of-life matters have been addressed, but they should not become complacent. An estate plan reflects an individual’s circumstances, and it should be revisited, and...
In California, estate planning is essential to ensure the financial well-being of yourself and your loved ones. However, many older Americans lack a will or other estate plan. The following insights provide an understanding of some perennial causes and a new trend...
Planned giving allows California residents to support the charities they care about long after they’re gone. Planned giving is a fundamental part of estate planning for many philanthropists. Even if you didn’t donate much during your lifetime, planned giving is the...
If you live in California and plan to distribute your assets unequally to your children in your will, it's best to give them advance warning. Siblings don't always get along, but you don't want your uneven disbursements to splinter your family irreparably. Call a...