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September 2015 Archives

Spouses need to communicate during estate planning in California

Often, married couples designate one spouse to manage and take care of the family's expenses. This generally includes managing a family's estate planning needs in California. Once an estate plan is put in place, though, it doesn't necessarily mean that person's job is done. If the spouse that did all the planning dies unexpectedly, the surviving spouse may realize that he or she does not know the location of all of the important estate planning documents and information needed for administering an estate.

Married couples affected by new trust administration laws

When couples marry, they are usually not concerned with financial matters at first. On the other hand, with their change from single to married status comes some potential tax advantages in California. However, tax advantages do not only apply while the married couple is alive, it also helps as far as administering an estate to beneficiaries in the future. Couples can do this through a smart trust administration strategy.

Desires of intended beneficiaries is important in estate planning

Communication is important for any area in life. It is particularly important when it comes to estate planning in California. Failure to communicate with family members and intended beneficiaries can result in future problems.

Estate planning can help avoid taxes on life insurance benefits

When playing sports, it is important to understand the rules to the game in order to win. The same is true for estate planning in California. It is essential to understand the relevant rules and regulations when planning an estate. All legal documents of an estate plan should reflect these applicable laws in order to ensure that one's estate planning objectives are met.

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