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Estate Planning Archives

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.

Life changes may require estate planning update in California

Life is constantly in flux and is always changing. Therefore, people are always adjusting and adapting to their particular situations in California. This also means one's estate planning strategy may require changing and adjusting occasionally in order to adapt to significant life changes.

Electronic assets often neglected in estate planning

Today, estate planning is significantly different from the way it was a few decades ago. Much of this is due to huge technological advancements in computing that has reshaped practically every aspect of society, including estate planning in California. However, many people are still forgetting to take into account digital and electronic assets when they are planning how they would like their estates administered.

Essential estate planning documents in California

Every person is different and with varying individual life circumstances. Estate plans should reflect this. Estate planning strategies should be highly individualized and customized to fit a person's specific situation and estate planning goals in California. However, there are some specific estate planning documents that are standard for most individual estate planning strategies.

Bitcoin causes unique estate planning concerns in California

Advancements in computer technology have dramatically changed all aspects of society. It has even made a significant difference in estate planning strategies. Now with the advent of digital assets, those looking to create an estate plan in California will have to be up-to-date on all of the legal implications of owning digital assets.

Business owners need to consider estate planning in California

Creating an estate plan can be a considerable task for just about anybody in California. This is why many people tend to avoid starting the estate planning process. However, estate planning can be even more challenging for those who happen to own businesses. Many business owners may be quite busy running the daily operations of the business that are important to sustain the company.

Updating estate planning is essential in California

People are busy with their daily lives, worrying about work and earning a living. This is why many California residents simply never get around to doing any estate planning. Even when people do complete estate plans, many times they fail to update their estate plans regularly. This can cause significant problems for intended beneficiaries in the future.

Sibling rivalries can upend estate planning in California

After losing a loved one, it is important for a family to be there for each other in order to provide emotional support. However, without a proper estate plan in place, family members may end up being confused as to who should inherit which assets. Therefore, it is best for individuals in California to not procrastinate in starting the estate planning process.

Estate planning is difficult conversation for families

For most people, death is not a fun topic, and it is a subject that many tend to avoid as much as possible. This means estate planning is also a subject that is commonly avoided in California since it entails contemplating one's own death. A study conducted by Fidelity in 2014 confirmed this after concluding that families struggle having difficult conversations surrounding finances. The study also found that those who have had conversations regarding finances lacked adequate details.

Estate planning often involves charitable giving in California

Planning an estate is about more than just money and assets. Estate planning is also about creating a legacy for many in California. This means keeping in mind what a person will leave behind for beneficiaries, as well as for the benefit of society. This is why many have decided to incorporate charitable giving into their estate plans.

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