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The ABLE Act was a landmark moment for disabled people in California because it was the first time the higher cost of living was officially recognized in policy for that particular demographic. It's a savings account that comes with certain tax advantages. Helping...
When you have someone in your family in California who has special needs, you might be concerned about how to provide for their financial future. There are useful estate planning tools that can help. Financial resources There are several different kinds of resources...
Donating to charity can be a wonderful and awarding experience. People invested in a cause or organization might be interested in ways to further their donation. Some charities and organizations will accept stock as a gift. There are a few benefits to doing this for...
Many Californians mistakenly believe that they don't need an estate plan. After all, with the federal estate tax exemption at $11.6 million per person as of late 2021, a will should suffice, shouldn't it? Even a will may not suffice, as the courts may determine who...
Some California elders require help managing their affairs. A conservatorship may be appropriate in some cases but not in others. Some alternatives might be more appropriate for your loved one. When a conservatorship is not needed A conservatorship may not be needed...
It's advisable that everyone has an estate plan regardless of their age or financial situation. You don't need anything complex to write an estate plan in California. This document details what you want to happen to your property when you die or become incapacitated....
California is a state many people choose to spend their later years, if not their entire lives. As you reach adulthood and beyond, it's smart to think about estate planning. If you have a sizeable estate, it's important to handle it carefully. With that in mind,...
Charitable giving happens when you chose an organization that is close to your heart and give money or another asset. Living in California, there may be a specific charity that you especially like that is close to home. Or it may be a charity that spans the country or...
While many individuals in California create an estate plan to make it easier to distribute assets to beneficiaries, paying attention to the tax consequences is essential if you're a high-net-worth individual. Understanding the differences between inheritance, state...
It's possible for you to pass on your guns to beneficiaries after your death in California, but you should know what the law will expect of them. If they don't meet certain requirements, they may have to dispose of the firearms. Temporary waiting period Your...
