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What’s in Your Living Trust?

This article will summarize and shed some light on what a living trust can and cannot accomplish. This article is constructed in terms of questions and answers. These are the common questions that I get in my estate planning and probate seminars. Will vs. Living...

Estate Tax: Will Your Family Have to Pay?

The first estate tax was imposed in 1797 to help fund a war against France. The estate tax became a permanent fixture in our tax system after World War I. The estate tax is a tax on real estate, stock, cash, and other assets transferred from deceased persons to their...

Top 10 Estate Planning Mistakes

Contrary to popular belief, estate planning is not just for the rich because most people own a home. In California, if your home gross value is over $150,000 and you don't have a trust in place, then a probate is eminent when you die because all homes in Southern...

Three Estate Planning Items Everyone Needs

We all own assets in one form or another. When we die, we want to make sure that the assets are properly going to those we love. We also want to minimize any confusion, unnecessary legal fees and stress for our loved ones. There are three essential items that everyone...

Joint Tenancy Increases Unnecessary Tax Liability

When a husband and wife hunt for a home, they consider factors such as the neighborhood, the quality of the school district, curb appeal, or the condition of the house. However, they frequently overlook something else that is perhaps just as important: how they take...