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.
Articles about Create a Trust
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.
The Importance of Incorporating Your LLC Interests Into Your Estate Plan
What happens if you do not incorporate your LLC interests into your estate plan and why you should consider the best option for you.
What Does it Mean to Be the Guardian of a Minor in a Will in California?
Read here to find out helpful facts about being appointed the guardian of a minor child in a Will. If you have questions call today.
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.
How to Make Things Fair for All of Your Children When One Child Needs Help Now
What happens when you have one child that needs help before the estate plan is enacted? Make sure that you address this in your planning.