Potential income tax issues to be aware of when implementing an estate plan?
Income tax issues can be a headache when implementing an estate plan or trust administration. Continue reading here to be prepared.
Articles about Create a Trust
What provisions for removing successor trustees should I include in my living trust?
Talking with you attorney about provisions for removing successor trustees is important in creating a great estate plan that works long term.
What is a memorandum?
A memorandum is a document that can be used with a will or living trust to leave specific property to certain loved ones. If you are going to create a memorandum, do it right!
What is Planning You Can Trust?
Planning You Can Trust is an all-inclusive team approach where our clients receive comprehensive planning for wealth, tax, and estate needs available.
What is the amount of money that can avoid probate in California?
Many people want to know the amount of money that can avoid probate, but this is sometimes tricky. How things are held in title does matter.
What is the California Independent Administration of Estates Act (IAEA)?
California Independent Administration of Estates Act (IAEA) grants the representative of an estate authority to act without prior court approval.