Estate Planning 101 is currently being offered several times in January and February 2024 via Zoom. RSVP for the zoom link.

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.

How to minimize taxes in California generally involves planning for several types of taxes, including estate taxes, gift taxes, capital gains taxes, and property taxes.

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!

The advance healthcare directive has two parts: the healthcare power of attorney and the instructions for wishes regarding treatment and care.

When a house is sold after someone dies, there can be capital gains taxes and/or property taxes depending on the circumstances.

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!

Some of the laws relating to retirement accounts have changed. It’s important to know these five updates.

What should happen with your body when you die? Although previously this included only burial or cremation, composting is now an option in California.

The Secure 2.0 Act has made a few significant changes that could impact your retirement plan beneficiaries.

Creating an estate plan can take weeks or months — but a lot of that is based on how long it takes you, the client, to make decisions.

Trust administration is when you follow the terms of the trust, usually at the time someone dies or becomes incapacitated

An Executor is when there’s a will; an Administrator is when there’s no will; a Successor Trustee is when there’s a trust. Executors and Administrators are subject to Probate Court; the Successor trustee is not.

California does not have an estate & gift tax, but the federal government does. What’s the difference? How do they work together?

The key is: tell someone where your estate plan is located.

Paying for schools can be intimidating, and financial advisor Kaytlin Hall provides this concise summary to help guide you through these choices.

An 18 year old is an adult. Full stop.

The cost of probate involves financial expenses, time, and publicity. The financial cost is a percentage of gross assets, as set by California statute.

Telling your attorney what your wishes are is not equivalent to signing your estate planning documents. If you know what you want to happen, tell your attorney AND schedule the signing appointment.

A will and a trust are part of a comprehensive estate plan in California; the will helps with three aspects of your plan.