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In the world of trusts, trustees have duties and beneficiaries have rights.What duties do trustees have? If you have been named as a trustee for a trust, then you have many important duties that must be taken seriously, including:The duty to administer the trust...
In our last post, we began a discussion about the potential problems associated with do-it-yourself estate planning. It may be tempting to save money by filling out free online forms instead of working with an attorney, but as the old saying goes, you usually get what...
There are times in life when doing something yourself can save considerable amounts of money. There are other times in which it is necessary and/or smart to seek the help of a professional. Choosing which of these routes to take is often fairly intuitive, but not...
For many people in California, as well as across the nation, purchasing a new car every time their old one breaks down simply isn't something their budgets will allow. It's because of this fact that many people choose instead to purchase used cars that oftentimes come...
When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if...
California families have an exemption for their estate that keeps it from being subject to income taxes. However, above that $11.7 million, the estate tax bill could get large. This is why they need to take measures to reduce the size of their taxable estate. Life...
Not every inheritance involves paying estate taxes, but some estates rise above the federal exclusion amount. California residents that feel familiar with state and federal tax rules might not realize changes could happen. Namely, proposals intended to raise tax...
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