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A comprehensive estate plan contains numerous documents covering countless contingencies. With the stress surrounding this level of end-of-life decision-making, it is no wonder that most individuals leave critical elements out of their wills. Certain factors can help...
When we think of taxes, it is usually in the context of sales or income tax. With a new administration poised to shift direction in prioritizing social services and expanded health care, estate planners may need to take a new look at the effect that changes in capital...
While the debate continues about which is better to have, a will or a trust, it is essential to understand just how important it is to have a will at the very least. Believe it or not, 55% of Americans do not have any estate plan, let alone a will. And of those who do...
In California, a trustee is granted a significant amount of responsibility. The trustee is the legal owner of the assets in the trust and must oversee them according to the law. A fundamental aspect of the role is to behave in accordance with the fiduciary duties and...
In the United States, most estates avoid taxation. To have a levy placed on yours requires you to have substantial assets. Yet, years of shrewd saving might have led you to amass a sizable fortune. Or, a business success might have led to a financial windfall that...
As people in San Diego are aware no one lives forever. One of the unfortunate facts of life is that everyone will pass away. As people prepare for death there are many things they have to think about as people cannot take all the property and assets they acquired...
Every family has experienced its share of arguments and disagreements. However, some family members may constantly be at odds with one another. While volatile situations at family gatherings can be dealt with, things can become a lot messier when family members start...
When a loved one dies, settling their estate usually includes probate. People often are not prepared for the legal process and costs, even if they had discussed it with their recently deceased loved one beforehand. Probate is essentially the court-supervised process...
As any California resident can attest, it is important to have an estate plan in place. Now, more than ever, it is essential to consider what will occur if one passes on or is deemed incapacitated, as it feels like it is something that can no longer be overlooked no...
People hope that their wills, trusts and other estate documents will be followed after they die. But beneficiaries and family member often mount legal challenges. You may anticipate these actions in your estate planning by considering the use of a no-contest clause in...
