Building a business is a significant achievement. Naturally, as the owner, you would want to secure its future through careful business succession planning. This process requires careful thought and preparation. Failing to do so could risk the future stability of your...
Year: 2024
How can you support charities in your estate plan?
For residents of California looking to support charities through their estate plan, there are several effective strategies to consider. With charitable giving in mind, estate planning can fulfill philanthropic goals and provide tax benefits. Understanding the various...
The importance of establishing a trust in addition to having a will
When planning for the future, many individuals opt for a simple will, believing it to be a comprehensive solution for their estate planning needs. While a will is indeed an essential tool in a person’s estate plan, it is often not sufficient on its own. A trust,...
Can you contest a will even after it’s been admitted to probate?
Contesting or challenging a will is possible. This holds even after a court has accepted (or “admitted”) a will in a process known as probate. It is the legal process of the legal validation of a will, payment of the deceased's debts and taxes and distribution of...