Asset protection is a critical component of modern estate planning, particularly given the increasing exposure to liability in today’s litigious society. As clients seek to…
Pass-through entities play a crucial role in estate planning by providing a flexible and tax-efficient means of managing and transferring assets. Understanding the different types…
As you plan your estate, you may come across various types of trusts, including irrevocable trusts. Irrevocable trusts are an important estate planning tool that…
One of the most frequent questions that families ask is whether a Will is good enough, or whether they should establish a Trust as well.…
Let’s face it – end-of-life planning is an extremely tough issue to talk about. Most individuals and families avoid the topic entirely because, well, it’s…
1. What happens if I die without a Will? If you die without a Will, what you own (your “assets”) in your name alone will be divided…
You know you need a Will or Trust. But you’ve been putting it off for too long to remember. With a spouse, aging parents, children…
1. What happens if I die without a Will? If you die without a Will, what you own (your “assets”) in your name alone will be…
Starting in 2012, estates of decedents that do not exceed $150,000 do not need to be probated in California. An affidavit or declaration signed under…
A Living Trust is a written legal document that partially substitutes for a will. With a living trust, your assets (your home, bank accounts and stocks,…