Inheritance

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Potential Estate Plan Issues Arising from Bonus Children

Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…

• Advance Directives
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MyHealthAngel Webinar: Top 6 Legacy Planning Questions

• Advance Directives
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Legacy Planning 101: Legal Legacy Planning Q&A

• Beneficiaries
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• Federal Taxes
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All About Taxes with an Estate Planning Flair: Part II

In Part I of this series on taxes, we discussed federal taxes. For Part II,…

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
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090: Choosing a Trustee – How to Get It Right

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088: Incapacity Failures: Plan Ahead So Your Plan Works for You

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New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…