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Estate planning is a critical process for securing your family's future. This is especially true for property owners in areas with high property values. Incorporating real estate into an estate plan requires careful consideration and strategic planning. What should...
California residents who are creating an estate plan might want to consider combining a living trust with a pour-over will. There are several advantages to using these two tools as part of your legacy. What is a living trust? As with a will, you can use a living trust...
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...
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...
When creating an estate plan, it is important to consider the beneficiaries listed on financial accounts like retirement plans, annuities and life insurance policies before drafting a will. This is especially true in states like California that have strict community...
All California adults should have a last will and testament. It’s a crucial estate planning tool that can protect your assets, your family and your future. These are some of the biggest reasons why you need one. Purpose of a will A last will and testament is a legal...
Assets that remain in your California estate may be subject to probate. However, you may be able to avoid probate by putting your assets inside of a trust as these items are generally considered to be held outside of your estate. Trusts are considered to be either...
It is easy to assume your family will step in if you are unable to make decisions concerning your health, but in reality, too few people carry on important conversations about end-of-life care. It is important to document your end-of-life wishes through an advance...
Animals generally classify as property under Florida's statutes. Because you cannot leave your assets to property in a will, your pets or other animals you own cannot inherit your assets. You could, however, create a trust and provide instructions for your chosen...
Most Americans are aware that having a will in place, even at a young age, is a wise decision. However, many hesitate before doing so, mostly because the process often seems very overwhelming. However, it does not have to be that way. For persons with smaller estates,...