What You Should Know About Community Property Before Creating an Estate Plan
How is community property treated in an estate plan? What about separate property? Find out what you should know before you create an estate plan.
What assets might be subject to tax during the California living trust administration process?
As you begin the process of implementing a California estate plan, you may feel overwhelmed by the potential tax responsibilities. Read more here.
What are the Distribution Options for an IRA Beneficiary?
There are three Distribution Options for an IRA beneficiary who is not a spouse. How they take the funds has tax consequences for each option.
What Are the Basic Steps for Probate?
What are the basic steps for probate and why you want to avoid it! Attorney James Robert gives you a simple understanding of what probate involves.
The Advantages of Avoiding Probate
Wondering why your loved one chose to avoid probate? Find out about the advantages of avoiding probate and what to do if you are administering an estate.