Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
12 months ago
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
In Part I of this series on taxes, we discussed federal taxes. For Part II,…
Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…
In California, owning assets in a revocable trust enables your family to avoid probate, a…
When a family member passes away, family dynamics are often drastically changed. Even more so…
Big Three from Episode #076: If someone with special needs receives an unexpected inheritance that…
A client recently asked about leaving property to his only child and wanted to know…
Big Three from Episode #067: If you’re including any type of real estate in your…