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How Do Trusts Work in California?
Estate planning can feel like a monumental task, but it is a crucial one. Some people aren’t sure where to start or what is needed given their financial and familial situations. If you have a fair number of assets and have specific instructions on how you’d like those assets dispersed after your death, establishing a trust…
What Are the Basics of Estate [...]
When a person becomes a legal adult, it is a good idea to begin thinking about an estate plan. Such a plan is vital to ensuring the proper distribution of assets if the individual becomes incapacitated or passes away. The best way to begin the process is to hire a skilled estate planning attorney to help…
Estate Planning Terms to Know
It’s been said that you’re never too young nor too old to begin estate planning, but you can be too late. The 2021 Wills and Estate Planning Study by the website Caring.com indicates that too many Americans have been delaying estate planning, with only 32.9 percent of Americans having a last will and testament in place.…
Estate Planning for Young Adults
Turning 18 and graduating from high school can feel like a momentous achievement — and it is! Many young adults are heading off to college or thinking about what their next steps in life will be. It’s a time filled with hope, excitement, and maybe a bit of anxiety as well. You’re on your own and…
Creating a Business Succession Plan
You’ve built up a successful business through years of hard work and dedication, but the time has come to consider whether to pass this business along to your beneficiaries or to choose a successor to carry on with the enterprise. You may be thinking about retirement or facing health challenges that force you to withdraw from…
HOW PROP 19 WILL IMPACT YOUR [...]
The recent passing in California of Proposition 19 (Prop 19 contains two changes in California property tax assessments which can adversely impact your estate plan. Limitations to the Parent-Child tax reassessment Exclusion effective 2/16/2021 The current law provides an exclusion from a property when a parent transfers ownership of a principal residence to a child, without…
Federal Estate Tax Exemption in California [...]
The Tax Cuts and Jobs Act (TCJA) dramatically (but temporarily) increased the exemption level of the estate, gift and generation skipping tax by decreasing taxpayers liable for this tax by over two-thirds. The impact of this Act for the government compared with the $1 million exemption and 55% rate under another estate tax reduction law of…
How to Avoid Probate in California
There’s no question that establishing one’s end of life plans can be uncomfortable. We all know it’s something we should get around to but we tend to put off facing our own mortality, and trust me, you’re not alone. A 2017 survey by Caring.com showed that only 42 percent of U.S. adults had current estate planning…
Second Marriages & Estate Planning in [...]
It’s important to revisit your estate plan each time you pass a major milestone in your life. For instance, having a child, getting remarried, and starting a business are all occasions that call for a review of your estate plan. That way (should worse come to worst), your loved ones will have accurate, up-to-date documents outlining…
What Can an Elder Law Attorney [...]
While estate planning and elder law go hand in hand, making smart legal decisions as a senior citizen goes a lot deeper than setting up a simple will. In fact, elder law attorneys such as myself take on a multifaceted role by helping the elderly population protect their current finances and assets while also preventing future…
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