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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Maximize Heirs’ Cooperation in Your Estate Planning Your children, including minors and adults, may not agree about your family circumstances, including who should inherit your estate. -
What You Need to Know about Estate Settlement If you need someone to act as your estate's representative (executor) or if you have been chosen to act as the executor and accept the responsibility, you should consider certain details first — the complexity of the task and the order in which you should take it on. -
An Estate Planning Letter of Instruction A letter of instruction (LOI) is an essential component of any estate plan, whether you are just getting started or already have one in place. -
The Probate Process With or Without a Will It is widely known that probate is a process that begins after the death of a loved one, and it occurs in probate court. -
The Estate Planning Process for Blended Families Today's American families commonly have stepchildren, and they are treated as if they were full biological children, even in cases of inheritance. -
An Irrevocable Life Insurance Trust: Things to Consider Considering that the federal estate tax exemption allowance appears to be in danger of being lowered, you might want to rethink how you plan to pass wealth to your heirs. -
Protecting Your Assets Requires a Will The number of Americans with a will has increased marginally by only 2.5 percent in the past year, according to a survey by Caring.com. -
When Creating an Estate Plan, Here Are 5 Things to Consider A comprehensive estate plan is essential for all ages, but the need grows stronger as we age. -
PROP 19 ALERT: Act Now to Preserve Your Home's Low Property Taxes for Your Children Prop 19 effectively ends the parent-child exclusion from property tax reassessment on inheritance of a parent's principal residence after February 15, 2021. -
How to Leave Money or Property to Minor Children Minor children are required to have someone else manage their inheritance. Parents do not want to leave it up a probate judge to appoint someone. -
How to Divide Up Personal Possessions Without Dividing the Family Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you're gone - have a plan. -
Single? You Still Need an Estate Plan This article explores why estate planning is just as important for single people as it is for couples and families.