Bay Area Estate And Tax Planning Law Firm
If you have a lot of assets or many relatives to worry about, you might be looking at ways to avoid tax breaks when estate planning. Some people use an LLC for all of their estate planning. A limited liability company would help you avoid taxes when planning your...
Misconceptions exist about the relationship between age and estate planning. Yes, older people may prioritize estate planning for reasons related to advancing age and health concerns. That does not mean only older California residents benefit from the process. Young...
Residents of California may want to learn more about the role of the fiduciary and their responsibilities. Because fiduciary duty may be a requirement among certain professions, clients and professionals should know more about what this is. The meaning of fiduciary...
Discover how a pet trust can allow you to care for your pet even after your death. Learn about the legal aspects of these trusts. A pet becomes part of the family, and as such, most people want to ensure their pet receives the proper care even when they are no longer...
Californians who opt for a will and only a will are limiting their estate planning options and taking risks with precious assets. Many people in California draw up a will because they want their property and other assets to go to specific people or groups when they...
Have you been thinking about starting the process of estate planning? You may want to consider choosing a power of attorney who can make decisions on your behalf. Here's what you need to know about finding the perfect POA. When you're ready to start the process of...
This article looks at what a durable power of attorney is, why it matters, and how to appoint an agent. Most people hope that they will be able to live a long and healthy life while being in complete possession of their mental faculties right up to the end....
The Supreme Court’s decision in Clark V. Rameker holding that inherited IRA funds are not exempt in bankruptcy could impact estate planning decisions. In June 2014, the U.S. Supreme Court issued a decision in Clark V. Rameker, a case dealing with whether funds in an...
It's possible to make a will that reduces the likelihood of inter-family fighting. The death of a loved one, be it a parent, sibling, spouse or another family member, is a difficult time. You're dealing with your grief and trying to settle all the matters associated...
Believe it or not, having a business succession plan can be vital for your company's success. Benjamin Franklin once famously said, "In this world nothing can be said to be certain, except death and taxes." If you are a business owner, then you already have experience...