Older Estate Plans May Cause Tax Problems for Beneficiaries Posted onApril 1, 2020June 23, 2021inCategoriesBeneficiaries, Estate Plan Documents, Estate Planning, Estate Taxes Most family estate plans created prior to 2012 contained a “bypass” or “A-B” trust that requires the estate to be … Continue ReadingOlder Estate Plans May Cause Tax Problems for Beneficiaries
The “SECURE” Act: Time to Review IRAs and Estate Planning Documents Posted onMarch 1, 2020June 23, 2021inCategoriesEstate Plan Documents, Estate Planning, IRA, SECURE Act Do you have an IRA? A new law, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE … Continue ReadingThe “SECURE” Act: Time to Review IRAs and Estate Planning Documents
Pitfalls of Not Updating Your Estate Plan Posted onFebruary 1, 2020June 24, 2021inCategoriesEstate Plan Documents, Estate Planning, Updating Your Estate Plan As a new decade begins, it’s a good time to consider reviewing an existing estate plan, especially if it was … Continue ReadingPitfalls of Not Updating Your Estate Plan
Considering (And Reconsidering) Leaving Your House to Your Children Posted onJanuary 1, 2020June 24, 2021inCategoriesInheriting a Home For many California residents, their home is their most valuable asset. If other assets are sufficient to cover their financial … Continue ReadingConsidering (And Reconsidering) Leaving Your House to Your Children
Caring For Your Children – What Happens When You Can’t Posted onSeptember 1, 2019June 24, 2021inCategoriesCaring for Children, Distribution Provisions, Estate Plan Documents, Guardianship, Inheritance, Living Trust Having and raising children is one of life’s biggest joys and challenges. Parents have myriad responsibilities, from the everyday such … Continue ReadingCaring For Your Children – What Happens When You Can’t