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Estate Planning blog

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what to do when a loved one passes away

WHAT TO DO WHEN A LOVED ONE PASSES AWAY

ira 401k and annuity

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,...

Prop 19: Good; Bad; Ugly

Proposition 19 has passed in California as revealed by the election results. GOOD: Great news for all homeowners who are...

THE IRREVOCABLE LIFE INSURANCE TRUST

Create an irrevocable trust for your life insurance proceeds to avoid your estate paying taxes

COVID-19: Time is of the essence for Estate Planning

Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness...

Your Cyber Legacy: 3 Tips for Your Digital Assets

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets...

You as a Landlord and what you should consider for your asset protection and estate planning

Asset protection when you are a landlord

3 Asset Protection Tips You Can Use Now

Asset protection for your Rental property

How to Own your Real Estate

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.

Retirement Account Basics for 2020

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only...

Planning for your family’s education expenses

According to the National Center for Education Statistics, the cost for undergraduate tuition, fees, room, and board at public institutions...

“Small estate” in California allows you to avoid probate

There are many ways to avoid probate in California, and using the small estates law is one of them. This...

Can you reduce your taxes with a revocable trust?

Can you reduce your income taxes with a revocable trust?

Estate Planning Considerations for Restauranteurs

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your...

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a...

18th birthday

Happy 18th Birthday! Now What?

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.

3 Simple Ways to Avoid Probate Costs

How to avoid probate in California? - Create a trust and a pour-over will.

Trust Funding

Trust Funding: Setting Your Trustee Up for Success

Instructions on Funding your Revocable living trust in California

Urgent COVID-19 estate planning overview

Create your estate plan: 1. revocable living trust, 2. Financial power of attorney, 3. HIPPA authorization, 4. Pour-over Will.