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In many couples, one takes more control of the household finances than the other. That can range from paying the bills to choosing which investments to make. Naturally, one partner may have more interest or knowledge in certain areas, but it becomes unhealthy when...
One reason many California residents put off estate planning is that they worry about creating an overly rigid plan. In the modern world of the 21st century, people want the flexibility to make changes as the need arises. Contrary to popular belief, you can make your...
No one likes to dwell on their own death, and it can be especially hard to discuss such things with close friends and family members. However, you want the administration of your estate to go as smoothly as possible for the sake of your beneficiaries. There are steps...
As an entrepreneur, you’ve always had your eye on the future -- and that’s paid off with a successful business that provides well for your family and keeps numerous people employed. Have you considered what will happen if you’re suddenly no longer around? Or what...
For many people actively considering their estate plans, selecting those who will serve a fiduciary role can be one of the hardest parts. Naming someone to manage your estate is difficult enough. When it comes to a trust and assets that you may need access to later in...
When your grandchild needed you, you stepped up and took on the parental role -- and you’re far from alone. Roughly 2.7 million grandparents in this nation are spending their senior years raising their grandchildren. For one reason or another, your child and their...
President Joseph Biden introduced tax reforms back in July, including one that would affect estate planning and inheritances. Congress has only begun weighing this proposal in recent weeks. There's likely to be a lot of bipartisan wrangling before any changes are...
So everyone knows (or should know by now!) that there are multiple benefits to creating and holding your assets in a revocable living trust. But one benefit you may not know about is that in the state of California, a change in the law in 2017 now allows you to...
As you may know, California residents voted to approve Proposition 19 in 2020. The proposition promises significant financial advantages for property owners entering their senior years. For example, Proposition 19 gives residents 55 or older the option to transfer...
A trust is a legal entity that you create to hold and preserve your estate for the benefit of the designated beneficiaries. Once you create a trust, it is important that you appoint a trustee who will administer its assets and investments, pay taxes and any debts and...
