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Inheriting assets seems straightforward, but it can be more complicated than you think. When a person dies, assets with named beneficiaries and co-owners can go through a simplified process. However, some assets have no exact recipients, leaving decisions about estate...
While it is true the last will and testament is a fine way to divide our assets among those we leave behind, it also tends to leave a lot of legal essentials out. If that happens, then often the beneficiaries need to undergo probate in court to validate the will....
For someone who owns valuable real estate or investments, estate taxes are a serious concern. Such obligations could limit how much of your wealth you can pass on to your loved ones when you die. Many people would prefer to plan carefully rather than to pay taxes...
A will is the foundation of any estate plan. Done right, a will allows you to determine who will inherit your assets when you pass on. Without one, California intestate laws would step in and determine how your assets are to be distributed. And this might not sit well...
Do you have a family member with special needs? If so, you likely understand that you will need to take steps to ensure they have the financial support needed after you pass away. Public benefits, such as Supplemental Security Income (SSI) and Medi-Cal, are available...
Having a solid estate plan in place is one of the best things you can do to prepare for the future. However, a lot of people hesitate to get one together. It doesn’t help that there are all kinds of misconceptions out there about who needs an estate plan, how they...
A will is the foundation of any solid estate plan. By creating a will, you’ll be able to specify your wishes for your assets and designate them for your loved ones upon your death. In the event you die without a will, your loved ones may have to go through the...
You love your children, and you want your legacy to speak for you even after you’re gone. You have no worries about your children’s capacity to handle the assets you’re leaving behind wisely. Building generational wealth is an admirable idea, but you need to be...
Parents thinking about what happens to their children when they die often put a lot of careful consideration into the inheritance they leave for each child. Your plans can serve as a final reminder to your children of how much you love them. The inheritance they...
One of the main reasons for estate disputes is simply that items being left to different heirs have sentimental value. This is a type of value that doesn’t necessarily correlate to the financial value of the product itself. It causes people to give too much weight to...