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The key aspects to consider before forming your special needs trust are fiduciary duties and who will perform them. In California, you have a right to set aside funding for the future care of any beneficiary you name. Beneficiaries with disabilities face a threat to...
Trustors use an IDGT to isolate specific trust assets. This is in order to segregate estate tax from income tax. The Intentionally Defective Grantor Trust is a trust used with deliberate and purposeful intent to protect assets. Maximizing next-generation assets IDGTs...
International estate planning is recommended to members of families who live apart in separate countries. An international estate plan helps an estate owner from California and its beneficiaries who live and own assets in different countries. There are certain...
There are many small to moderate-sized businesses in California that must choose the type of entity they want to operate as with respect to structure. While there are many sole proprietorship and equal partnership arrangements, two of the most common are actually...
California law allows you to include digital assets in your estate plan. You can give an executor, trustee, administrator, or fiduciary authority the ability to access and modify your digital assets after your death. Files Files are often forgotten about during the...
Instilling trust is important to anyone who becomes the administrator of an estate. A trustor needs a certificate of trust to prove the existence of a trust and reveal its specific terms. This certificate is an essential document to include as part of your estate...
It takes time to see how daily life is full of opportunities to update your will in California. Below are examples of why or when you need to revise your estate and take control of your assets. Tax laws When tax laws change, estate planning equips you to reduce taxes...
During probate, the executor of the estate handles numerous responsibilities on behalf of the deceased. Distributing assets remains a top priority, but this is not the only duty the executor performs. Not everyone realizes that the executive serves as the testator's...
If you live in California and you are thinking about getting a will ready, then you might be curious about the role of the executor. The executor is crucial for settling an estate and picking the right one is important for having the estate settled smoothly. What does...
Estate planning might prove more challenging than someone expects. Drawing up a last will and testament may not be the only responsibility someone has. Health issues could leave someone worried about becoming incapacitated. So, estate planning may involve making...
When someone passes away, concerns arise about handling their estate. Hopefully, the individual informed a personal representative that a last will and testament exists. Writing and signing a legal will is part of the estate and probate equation as the document must...
The key aspects to consider before forming your special needs trust are fiduciary duties and who will perform them. In California, you have a right to set aside funding for the future care of any beneficiary you name. Beneficiaries with disabilities face a threat to...
Trustors use an IDGT to isolate specific trust assets. This is in order to segregate estate tax from income tax. The Intentionally Defective Grantor Trust is a trust used with deliberate and purposeful intent to protect assets. Maximizing next-generation assets IDGTs...
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