Many people who learn about the estate tax underestimate the value of their home. They think that the estate tax...
California Estate Planning Attorney
Single with No Children? Why an Estate Plan is Still Necessary
Estate planning is a complex process. One of the hardest parts of it is deciding how to distribute one’s assets....
Naming Non-Citizens as Beneficiaries, Trustees, and Executors
When your family includes non-U.S. citizens and you want to make them beneficiaries, trustees, or executors for your...
Forming a Trust in California as a Non-Citizen
A non-citizen can form a trust in California but will need significant legal advice on the tax consequences. Both...
Creditor Access to Irrevocable Trusts in California
In California, creditors have limited access to irrevocable trusts because the trust creators cede all control of...
The Generation Skipping Tax and Your Estate Planning Strategy
The generation-skipping tax, also called the generation-skipping transfer tax, generally impacts families where...
What Is the Maximum Gift You Can Give Without Being Taxed?
If you have heard of the gift tax, you may worry about paying taxes on any gifts that you give to family and friends....
How Dual Citizenship Affects Your Estate Planning
Can Dual Citizenship Affect Your Estate Plan? A couple of well-known actors, Tom Hanks and Rita Wilson, became...
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.
Can a Non-U.S. Citizen Create an Estate Plan in the U.S.? The United States has experienced a surge in immigration...
What You Need to Know About Charitable Lead Trusts
Charitable lead trusts fall into the general category of trusts that benefit charities. Sometimes known as CLTs, these...
What Does A Successor Trustee Need To Know?
It is a great honor to be named a successor trustee in someone’s revocable living trust document. However, the honor...
Responsibility to Inform the Life Insurance Company of a Death
Upon the death of a loved one, navigating the complex aspects of their estate can be challenging. Grief can take a...
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