Blog
Estate Planning During COVID: Smart Documents to Update
What are some documents you should update as part of your estate planning during Covid? You might be surprised. The...
Asset Ownership & Funding a Revocable Trust
Many things can go wrong when you are developing an estate plan. A failure to follow-up with appropriate paperwork can...
What are Trustee Fees?
“When creating an estate plan, it may be necessary to name a trustee to handle your assets.” A frequent example is...
Can I Bequeath My Home to My Children without Taxes?
“You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of...
Is It Easy to Change My Home’s Title from Tenants in Common to Joint Tenants?
“Usually, when you make a simple change in the title from tenants in common to joint tenants, the taxing authorities...
How Can I Protect Assets from Creditors?
“Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future...
What Do I Need to Know about a Family Trust?
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A...
Estate Planning for Life Partners in California
People who have life partners in California may need to do some specific estate planning to make sure their wishes are...
Estate Taxes Have Not Come to and End
To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are...
What are Walt Disney’s Heirs Worth?
“The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century...
Choosing the Right Estate Planning Lawyer for Your Family
There are a lot of estate planning lawyers out there, but not all may be right for your family. When choosing an...
Problems with Dual Ownership of Real Estate
When someone who owns real estate leaves it to two or more people, many problems can result. Even siblings or close...
Beneficiary Designations and Your IRAs
“If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the...
What Is a UTMA or UGMA Account?
If you are planning on making gifts or transferring property to children, you should familiarize yourself with the...
What Is a Conflict of Interest for a Trustee of a Trust?
If you are the trustee of a trust or benefit from one, it can be helpful to know the conflict of interest rules for...
Are Your Stepchildren Your Heirs? California Basics
In California, stepchildren can inherit from an estate if there is no will and under specific circumstances. If you...
Renewing an ITIN that Is Expiring
If you have an Individual Taxpayer Identification Number (ITIN) so that you can file U.S. tax returns, you may need to...
What Is a California Pour-Over Will?
Creating an estate plan often begins with drafting a will to explain how you would like your property distributed...
