Estate plans are not one-size-fits-all; a strategy that works for a car dealer may not work for a doctor. Thus, it's essential for everyone to look into the specifics of their situation and goals to develop a plan well-fitted for them. If you are a physician in...
Some donations that are made to charities in California require proof just as at the federal level. There are a few differences in when and how to provide this proof on your federal and state tax returns. Charitable contributions limits California has a lower...
If you reside in California and want your assets to pass to the next generation smoothly, using a trust can be highly beneficial. One of the top advantages is the ability for the assets you place in a trust to avoid probate and expensive estate taxes. However, it's...
- Proactive estate planning for unmarried couples in California
- Why end-of-life documents are important in estate plans
- An unexpected child may require you to update your estate plan
- California estate planning tips for estranged family members
- Things nobody warns you about being an executor in California