Get an Attorney’s Perspective of California Estate Plans
Your final wishes can come into conflict with a variety of state and federal laws. In our blog, we explore how current U.S. laws affect the amount of your assets that can be passed on to beneficiaries, and examine how California legislation affects Medi-Cal eligibility, probate, taxation, and other financial considerations.
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The SECURE Act Brings Huge Changes to IRA Planning Estate planning attorney Richard Seff of Calabasas and Beverly Hills examines the effects of the pending SECURE Act on IRA planning. -
Creating an Estate Plan that Benefits a Special Needs Child Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs. Proper planning is key. -
Estate Planning For Children Who Have Special Needs Estate planning for families who have children with special needs must plan for when they become adults. -
Beware: Your Estate May Contain an Unnecessary Bypass Trust A once-popular estate planning tool may now cost families more in taxes than it saves. You should reconsider its necessity. -
A Letter of Instruction Can Spare Your Heirs Great Stress There is a lot of information that your heirs should know that doesn't fit into a trust or will. The solution is a letter of instruction. -
The New Tax Law Means It's Time to Review Your Estate Plan Calabasas and Beverly Hills Estate Planning Attorney Richard Seff discusses the impact the 2017 tax law may have on your estate plan. -
Are Trusts Still Useful If the Estate Tax Is Repealed? Calabasas and Beverly Hills Estate Planning Attorney Richard Seff discusses the advantages of a trust even if the estate tax is repealed. -
Estate Taxation Calabasas and Beverly Hills Estate Planning Lawyer, Richard Seff of the Estate Planning Law Center explains estate taxation in non-legalese language. -
Credit Shelter Trusts Calabasas & Beverly Hills Estate Planning Attorney Richard Seff explains the use of credit shelter trusts in estate planning. -
Be Aware of the Dangers of Joint Accounts Calabasas and Beverly Hills Estate Planning & Elder Law Attorney Richard Seff discuss the dangers of joint accounts in estate planning.