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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Digital Assets Raise Estate Planning Questions So, what happens to all of our accounts and files when we become incapacitated or pass away? Beverly Hills & Calabasas, CA attorney, Richard Seff discusses it. -
Use 'Claim Now, Claim More Later' Social Security Strategy Window closing for couples to use 'claim now, claim more later' Social Security strategy says Calabasas & Beverly Hills Estate Planning Attorney, Richard Seff -
IRAs Require Special Consideration in Estate Planning Although IRAs can be used to provide for heirs, to what extent your heirs will benefit and avoid unnecessary taxes depends on proper planning. -
What to Do With an Inherited IRA Inheriting an IRA may seem like a good thing, but there can be consequences if you aren't careful. Calabasas attorney explains your options. -
5 Great Estate Planning Tips Americans are notoriously skittish about handling end-of-life planning, i.e. estate planning. Good estate planning also includes disability planning. -
Will Your Loved Ones Know What to Do After You Are Gone? Discussion of duties of Successor Trustees and risks if they have no idea of what to do. Our firm offers the "Successor Trustee Manual" that will greatly assist -
Yes, You Can Protect Your Assets and Qualify for Medi-Cal Too frequently we meet clients in dire straights to pay for long-term care, and they need to qualify for Medi-Cal to do so. -
Things to Know About Blended Families and Estate Planning Times have changed. Blended families now outnumber traditional nuclear families. This blog discusses the challenges blended families face in estate planning. -
3 Tips for Recording Your Family History this Holiday Season What story from your life or your parents' life needs to be remembered. We offer 3 tips for recording your family history this Holiday Season. -
Revoking a Will or Trust in the Estate Planning Process There are many reasons why clients here in Calabasas or Beverly Hills choose to revoke a will or trust. Family circumstances change, financial situations.....