Some People Need to Think About Estate Taxes When Creating an Estate Plan
As you create your estate plan, it is important that you understand all tax implications. Estate taxes should be discussed when creating your plan.
Articles about Create a Trust
When Not To Name Your Spouse as a Beneficiary to Your IRA Account
Update Your Estate Plan When There Is A Second Marriage And When Not to Name Your Spouse But Also Make Sure You Provide for Your Loved Ones As You Wish.
When does a durable power of attorney become effective under California law?
An effective durable power of attorney is a document that allows you to appoint someone who can manage your financial affairs on your behalf. Read more here
If Your Loved One Is Incapacitated, a Conservatorship May Be Necessary
When your loved one is no longer able to manage his or her affairs, a conservator may be necessary. You may be called upon to serve in this role.
When Do You Have to Pay Taxes on an IRA Account?
For people with IRAs, the government doesn’t allow it to accumulate forever, you have to pay your taxes on an IRA account sometime.
What is the difference between a child who has been purposefully omitted from a will and a child who was pretermitted from a will?
Whether a child has been purposefully omitted from a parent’s will or a child was pretermitted from a parent’s will, it can have a significant impact.