Six Estate Planning Opportunities for Same-Sex Couples in California
Supreme Court rulings create new estate planning opportunities for same-sex couples. View here for more from an Anaheim estate planning attorney.
Articles about Create a Trust
Unmarried Couples Face Important Decisions When Creating an Estate Plan
It is important for unmarried couples to name their partner to certain roles when creating your estate plan if you want him or her to have these rights.
Don’t Forget About Tax Basis When Creating Your Estate Plan
an experienced estate planning attorney can help you create a plan that accomplishes your goals while also planning for potential tax consequences.
Crummey Trusts May Be Used in an Estate Plan to Provide Tax Savings
When creating your estate plan, your attorney may recommend tax saving techniques. One such technique may be to incorporate a Crummey trust into your plan.
Seven Steps to Creating a Charitable Remainder Trust
Some families wish to make significant charitable donations as part of their estate plan. For these families, a charitable remainder trust may be a good choice.
Possessing Incidents of Ownership Over a Life Insurance Policy May Result in Estate Taxes Owed
If you are concerned about the estate tax and have a sizeable estate, your attorney may suggest that you create an irrevocable life insurance policy trust to hold a policy.