Your Living Revocable trust holding your retirement assets. How can it be?
Section 401 of the Internal Revenue Code (including, but not limited to, profit sharing plans, money sharing plans, thrift plans,...
Section 401 of the Internal Revenue Code (including, but not limited to, profit sharing plans, money sharing plans, thrift plans,...
Proposition 19 has passed in California as revealed by the election results. GOOD: Great news for all homeowners who are...
Create an irrevocable trust for your life insurance proceeds to avoid your estate paying taxes
Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness...
There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets...
Asset protection when you are a landlord
Transfer your primary residence to Trust, your vacation home to LLC. To finish the process, don't forget to fund your original living trust with LLC assets.
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only...
According to the National Center for Education Statistics, the cost for undergraduate tuition, fees, room, and board at public institutions...
There are many ways to avoid probate in California, and using the small estates law is one of them. This...
Can you reduce your income taxes with a revocable trust?
If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your...
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a...
Once you turn 18 you are considered a legal adult. Aside from purchasing alcohol, there is now very little you cannot legally do. Even though you may not feel any different, from a legal standpoint, a lot has changed.
How to avoid probate in California? - Create a trust and a pour-over will.
Instructions on Funding your Revocable living trust in California
Create your estate plan: 1. revocable living trust, 2. Financial power of attorney, 3. HIPPA authorization, 4. Pour-over Will.
Make sure you have physical copies of key legal documents andother critical information prepared and available for an emergency. I...
Is it difficult to prepare a Health Care directive? No, the form is available online. The Advanced Health Care Directive...
