When creating your estate plan, you will need to address various assets, including shares of stock. A transfer on death beneficiary may allow you to avoid probate administration
One of the advantages of creating a trust can give you the security to know what will happen in the future. Contact us today
If you have assets and your estate is above $150,000 in California or if own any real estate, your estate will go through this process called probate.
Clients who opt to use direct ownership as a way to keep life insurance policy proceeds out of their estates often name their beneficiaries as the new owner. However, there are a lot of reasons that a trust would be a better option for the policy funds.
Many people want to know the amount of money that can avoid probate, but this is sometimes tricky. How things are held in title does matter.
As you begin the process of implementing a California estate plan, you may feel overwhelmed by the potential tax responsibilities. Read more here.
