Currently Browsing: Estate Planning

Will You Be Impacted by the End of Discounted Family Wealth Transfers?
October 12, 2016

Will You Be Impacted by the End of Discounted Family Wealth Transfers?

For decades, you and other American taxpayers have been able to use a primary estate planning strategy for reducing gift and estate taxes. This strategy takes advantage of discounts for…

Could Your Will Put You at Risk?
June 30, 2016

Could Your Will Put You at Risk?

If you created a last will and testament, under California law, when you die your will must be filed as a matter of public record. This means that the assets…

Avoiding Probate and Protecting Your Loved Ones
June 27, 2016

Avoiding Probate and Protecting Your Loved Ones

After you pass away, your estate could be subject to the probate process. In the event that you have not created a detailed estate plan, or placed your assets in…

Single People Also Need Estate Planning
May 25, 2016

Single People Also Need Estate Planning

  We tend to view the typical life course as developing a career, getting married, raising children, preparing for retirement, and making certain end-of-life decisions. But many people skip one…

Should You Include a No-Contest Clause?
May 6, 2016

Should You Include a No-Contest Clause?

Imagine this scenario: You establish a trust to provide for your spouse and children in the event that you pass away unexpectedly. That does indeed happen, and after your death,…

Estate Planning for Pet Owners: What Will Happen to Fido?
April 25, 2016

Estate Planning for Pet Owners: What Will Happen to Fido?

Most of the decisions you make with your estate planning attorney will focus on providing for your beneficiaries, specifying final wishes, deciding who will receive certain assets, or determining how…

Involving Adult Children in the Estate Planning Process
April 7, 2016

Involving Adult Children in the Estate Planning Process

Estate planning can be a complicated process, and there is not a singular path that is right for everyone. Here are some patterns that we have noticed, and some potential…

Do You Need a Sweetheart Trust?
March 25, 2016

Do You Need a Sweetheart Trust?

Estate planning is an essential life step for everyone. However, for married couples this process takes on extra importance. How do you plan to protect and provide for your spouse…

6 Questions to Ask Yourself About Estate Planning
March 10, 2016

6 Questions to Ask Yourself About Estate Planning

In the estate planning world, we often see two types of people: Those who just never get around to making a plan, and those who know they need a plan…

Changing Beneficiary Designations Can Be Tricky
February 25, 2016

Changing Beneficiary Designations Can Be Tricky

Designating beneficiaries is an important step in the estate planning process. Whomever you choose will inherit your assets, whether those are cash, real estate, life insurance payouts, retirement account holdings,…

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