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...
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Month: September 2015
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...
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. One common mistake is when people decide...
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...