What are 2023 updates related to estate planning?
There are some relevant tax updates for 2023 that anyone involved in estate planning and estate administration (probate/trust administration) should be aware of.
When do I need to update my estate plan?
When do you need to update your estate plan? It depends. Most people update it when there are changes to people involved; but there may be other reasons to update it as well.
How long does it take to set up a trust?
How long does it take to set up a trust? It depends!
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!
If I have a terminal illness, does California allow death with dignity, commonly called physician assisted suicide?
Does California have a death with dignity or physician assisted suicide law? Yes.
What are the rules for scattering ashes in California?
There are rules in California and in federal law regarding scattering ashes. Here’s a brief summary of what you should keep in mind when scattering or when giving instructions to your loved ones.
What should happen to my body when I die? (Previously only cremation vs burial)
What should happen with your body when you die? Although previously this included only burial or cremation, there are now additional options to consider.
Can I have an estate plan for my pet?
Can you create an estate plan for your pet? Yes! It’s called a pet trust.
How can blended families do estate planning?
It’s critical that blended families create an estate plan that will ensure both spouses and all children are cared for in a way that both spouses envision.
What needs to happen when someone dies?
When someone dies, there are certainly legal processes that need to happen; but the most important thing is to grieve and take care of yourself before you call your attorney.
Which state law should I use for my estate plan?
Which state law does your estate plan use?
Who should I pick as my trustee?
Who should I pick as my trustee? Or successor trustee? There are some things you should consider when deciding.
What is portability?
Portability involves using a deceased spouse’s estate tax exclusion; there are important deadlines that have recently changed.
What is common law marriage?
What is common law marriage? Well, California doesn’t recognize common law marriage. There are requirements to be considered married.
What do I do after I have a Trust? (AKA Am I done now?)
After you have a trust, you’ll need to make sure you transfer your assets into the trust.
What are probate fees?
Probate fees are about what it costs to go to court. This is going to vary depending on why you are going to court. Here are the costs if someone dies and you’re in probate court.