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A recent article in an online California publication is quite instructive -- even eye-opening -- regarding the need for any estate planner to periodically revisit material points in planning documents and, if necessary, make adjustments to conform with present...
Seemingly, a 75% success rate qualifies as a win in many of life's endeavors.That's certainly not the case, though, as regards the attempts of an individual or family members to gather relevant information on funeral costs. Most people in California and across the...
Some things in life remain constant.The sun rises each day. The seasons change. And families continue to fight over estates.That latter declaration is the lead in a recent wealth-focused article in a national publication chronicling some of the more prominent family...
Now that your children are adults, you might expect that they would be able to handle dividing up your things and taking care of your final arrangements without a lot of conflict. This might not be the case, even if your adult children get along. Money and assets are...
A writer and advocate for the elderly notes what he describes as a stark dichotomy regarding the financial outlays made by legions of families across the United States for different purposes.Those dual purposes: child-rearing up to the age of 17 and providing care for...
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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