Probate is a process of distributing assets to beneficiaries upon the death a person. The process is started and organized by the executor named in the deceased person's will or possibly by another family member if there is no will. The probate court will work to...
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Month: September 2014
Dealing with California probate issues
The estate planning actions individuals take can affect the probate process after their death, potentially impacting those who may be poised to receive remaining assets. Probate is the court process for legally transferring those assets, and during this action, the...
Bypass trusts and their modern function
Married California residents who are looking for a way to preserve their estates after they pass away have sometimes turned to the bypass trust. However, with recent revisions to estate tax law and portability of exemption rules, a bypass trust may not necessarily be...
Determining assets to hold in a California estate
When an individual passes on, the person's family may be the beneficiaries of an estate plan. However, it is important to understand how assets will be valued before and after being placed into an estate when the benefactor is considering liquidating some before his...