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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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.
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.
Estate Planning Mistake: Leaving Assets Outright to Adult Children Too often, people overlook the benefits of leaving assets in trust for adult children instead of having them inherit the property outright.