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The estate planning realm in California and nationally is sadly replete with stories spotlighting unfortunate outcomes linked with planners’ lack of preparation.Here’s one: An individual with adult children remarries and fails to update a will and other...
Without a doubt, one of the worst things that a parent can do for their children is to pass away without an estate plan. It makes the situation complex and stressful for their heirs. This is already a difficult time since they just lost a parent, and it's made much...
The writer of a recent Kiplinger article on estate planning asks readers to consider “how much of your life is connected to your computer, mobile phone and other devices.”Maybe you don’t want to think about that. In fact, you might well be among the...
The matter might have seemed like an open-and-quickly-shut case to the widow of Johnny Hallyday.A French court is taking a different view. Hallyday, a huge and iconic entertainment presence in France, died in that country in 2017. A recent media report on the...
When we refer on our website to “one of the most important decisions you’ll make when you’re planning your estate,” what do you think we are spotlighting?We of course stress the fundamental building blocks of thoughtful estate planning at the...
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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