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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PROP 19 PASSED, NOW WHAT? 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. -
Dividing 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 Guardian To 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 For Retirement Account Owners 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: 4 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. -
3 Changes to Your Estate Plan to Consider Due to COVID-19 There are unique aspects of the COVID-19 crisis that your current estate plan documents may not be suited to handle.