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When planning your estate in California, it is important to consider all aspects of your assets. This includes assets that you share with others. Shared property, such as a family home or joint bank accounts, can pose unique challenges if you skip them in your estate...
Some California residents who are creating an estate plan may want to consider making provisions for their pets as well. Pets are legally considered to be property, and without a plan for them, they could be sent to a shelter. Including pets in your estate plan means...
In California, life insurance and other estate planning tools all serve the same purpose: to make life much easier for your loved ones when you are gone. Therefore, it's only fair to use them in tandem and not just rely on one method alone. Here's how the process...
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...
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...