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A lot of estate disputes are really financial matters. One child doesn't get as much as another and disputes it. Another child doesn't get as much as expected and disputes that. Still another doesn't like that so much money went to charity and thinks it should have...
A financial planner notes in a recent Forbes piece that, rather than being an anomaly, trusts are common fixtures in the plans he creates for clients. In fact, states Rob Clarfeld, it is unusual for him "not to recommend incorporating one or more trusts" in the work...
An estate planning insider recently writing on that topic for Forbes sought to underscore a point on self-drafted wills by making an analogy to an electrician.Christine Fletcher notes in her piece that she, like legions of other do-it-yourself types across the...
“Standard and uncontested.”That is one online article’s assessment of how probate in California and elsewhere generally works. That overview’s take on probate stresses that the process for finally settling a decedent’s estate in court is...
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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