There are many things to think about when designing an estate plan. Much of the focus in estate planning will be on making sure intended beneficiaries are taken care of in California. This may involve creating a trust for one's heirs. However, many times people will...
We are your Southern California partner in estate administration and estate protection.
Month: October 2015
Digital estate planning can be problematic in California
The problem of locating a recently deceased loved one's estate planning documents is a significant issue for many beneficiaries in California. Some people report spending many years locating all of a decedent's various investments and assets. This is why some...
Organization is important in estate planning in California
Organization is an essential skill in many aspects of life, such as work and school. However, it is also important in estate planning in California. Keeping estate planning documents in order and in a safe place will be important for the administration of one's...
Estate planning rule helps married couples avoid tax liabilities
A common concern for those looking to plan for estate administration is tax liability. Usually people prefer estate planning strategies that minimize tax liability in order to leave the maximum amount of assets to intended beneficiaries. Therefore, it is best to...
Probate concepts can be intimidating for many in California
Those who may be just beginning to think about their estate planning needs may be overwhelmed with all of the technicalities involved. For example, one of the first terms that a person often hears when researching how to plan an estate is "probate," and many find the...