Estate Planning and Stepped-Up Basis: Which Assets Qualify and Which Assets Don’t?
Upon your death, certain assets receive a step-up in basis that minimizes the potential capital gains tax to your beneficiaries. Learn which ones qualify.
Do I need the help of an attorney for preparing an accounting as an Anaheim successor trustee?
Preparing an accounting is an important job of a successor trustee in Anaheim and should not be undertaken without the guidance of an experienced trust administration attorney. View here for more.
Three Important Steps for Amending Your Trust When Your Spouse Passes
If you recently lost your spouse, it is important to update your estate plan. This includes amending, revoking, or recreating your living trust.
Attention Empty Nesters: Now May Be the Time to Update Your Estate Plan
Are you an empty nester? Find out why now may be the time to amend your estate plan and how to find out more about the changes you should make.
Do You Want to Leave Personal Property to a Minor? Include Specific Instructions
After having kids, you may wish to make them the beneficiaries of your personal property under your estate plan. Amend your plan to include certain provisions.