How often should I update my estate plan?
In general, you should review your estate plan every 3-5 years to make sure it’s still working for you!
What are the taxes my kids/beneficiaries will have to pay when I die?
In general, the recipient of your assets doesn’t have to pay taxes, but let’s explain how taxes and estate planning work together.
What is Estate Planning?
Estate planning is about planning for your family — and for making sure that you, and they, are cared for at a time of incapacity or at the time of death. Estate planning can involve a will, trust, power of attorney, healthcare directive, or other documents.
Can I update or revise my estate plan in California, and how often should I do so?
You can update your estate plan as much or as little as you want while you’re alive; generally, you should review your estate plan every 3-5 years to make sure it still does what you want it to do.
What happens if I die without a will?
If you die without a will in California, then the state decides who gets your stuff and things. There’s an order of preference depending on who survives you, but it can take a long time to get there!
Thanksgiving Topics for Your Family
Some questions and answers you should discuss about your wishes and your estate planning when you’re together for Thanksgiving. Hey, it’s better than politics!
When should I create an estate plan in California?
There is no time by which you must have created an estate plan, but there are several factors that usually lead someone to create one.
Why should I use an attorney to create my will and trust?
Why should you use an attorney to create your estate plan? Because your family are people; don’t let a machine tell you what’s best for your family!
What are the rules for Common Law marriage in California?
What are the rules for common law marriage in California?
What is an estate planning lawyer?
What is an estate planning lawyer? Someone who helps guide you through the complex decisions involving your kids, your family, your loved ones, and your belongings.
What is Estate Planning?
Estate planning involves making decisions about what happens to you, your things, and your kids while you are able to do so.
What do I do once I have a trust?
Once you have a trust, you must make sure to put your assets into the trust. And, don’t forget that you should still review the trust every three to five years!
Which state law should I use for my estate plan?
Which state law does your estate plan use?
What is the role of an executor in estate planning?
An executor (or successor trustee) has a very important job. It is usually best to consult an attorney to determine specific tasks.
Who Needs To Do Estate Planning? (Also known as: Who needs an estate plan?)
Who needs an estate plan? Who needs estate planning?
What is Estate planning? What is estate planning law? What is an estate planning lawyer?
What is Estate planning? What is estate planning law? What is an estate planning lawyer?