When you create a will it’s important to understand that your document is not a... [Read more...]
What Are the Disadvantages of a Medicaid/Medi-Cal Trust?
The Medicaid program is administered by the state government in conjunction with the federal government.... [Read more...]
How Can I Leave My Estate to My Spouse Tax-Free?
The process of estate planning can be complicated for high net worth individuals. You have... [Read more...]
Should I Create a Joint Tenancy With My Child?
Most people are aware of the fact that there are legally binding documents like wills... [Read more...]
Making Health Care Directives in California
An Advance Health Care Directive is a legal device commonly used in incapacity planning that... [Read more...]
Making Sure Your Living Trust Performs As Intended
When setting up a trust, preparing the documents does not finish the process. If the... [Read more...]
Does a Living Trust Protect My Assets?
Living trusts can be very useful for a wide range of people. When you create this... [Read more...]
How to Protect IRAs Left to Your Beneficiairies
A recent U.S. Supreme Court decision, Clark v. Rameker, will have big implications for clients. ... [Read more...]
Free Report: What is a Qualified Personal Residence Trust in California
Asset transfers to people other than your spouse are potentially subject to the estate tax... [Read more...]
Did You Keep Your 2014 Resolutions?
Did you resolve at the beginning of this year to complete or update your estate... [Read more...]
What Happens To A Living Trust When One Spouse Dies?
One reason for a living trust for a married couple is the opportunity to pass on... [Read more...]
What Is the Uniform Probate Code?
Estate matters are handled by the probate court. This court is charged with the responsibility... [Read more...]
