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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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. -
Considerations When Choosing a Legal Guardian Who Could Raise Your Kids Do you have minor children? If so, have you considered choosing a guardian who you want to raise your kids if you (and/or other parent) suddenly passed away? -
Creative Ways To Leave "Intangible Assets" To Your Loved Ones Intangible assets such as personal letters and photo books can be incredibly comforting for loved ones when you are no longer around. -
Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020 Retirement account owners, many of whose retirement balances have been pummeled due to the pandemic, do not have to take mandatory withdrawals this year. -
Estate Planning During a Divorce: Four Key Considerations What happens to your estate plan when you divorce? Here are some key strategies to make sure your wishes are protected during and after the process of divorce. -
How to Include Cryptocurrency in an Estate Plan The growing popularity of cryptocurrency means it is increasingly something that must be considered in your estate planning. -
Estate Plan Changes to Consider Due to the Pandemic There are unique aspects of the COVID-19 crisis that your current estate plan documents may not be suited to handle. -
The George Patton Approach to Estate Planning: Three Reasons to Take Action NOW! Being in the estate planning & elder law business, one of the difficult challenges we face is getting clients to take action. 3 reasons to take action NOW! -
Planning for Flexibility in Your Trust Estate planning is important, because the future is uncertain. Planning for flexibility in your trust is possible, with the proper guidance.