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Death and taxes go hand in hand for estate planners in California, but the expectations of their returns took a nosedive over the summer with the administration’s proposal to fund the Build Back Better Act by taxing unrealized capital gains on estates. Fortunately,...
Incapacity planning is an important part of the estate planning process. Estate planners should know how to prepare a plan for incapacity to ease the potential burden on loved ones and put their own minds at ease. How to prepare a plan for incapacity An incapacity...
In San Jose and across California, estate planning is taking on newfound urgency. People are increasingly concerned about the future, taking care of their loved ones and what will happen to their possessions after they are gone. This requires preparation and...
Many of our readers in California may be thinking that it is finally time to start drafting an estate plan. If you have reached that point, you have already taken a big step. After all, a recent news article noted that it is estimated that about 60% of Americans do...
While death is a part of life, it is often something individuals in California and elsewhere do not want to think about. Nonetheless, it is important to consider the inevitable, especially when it comes to understanding what will happen with one’s possessions after...
Trusts play an important part in many estate plans, but many settlors (the persons establishing the trust) play very little attention to the selection of the trustee. Trustees play an important part in the successful execution of an estate plan, and the choice of a...
There are so many aspects in life in California that are unpredictable. People have very few guarantees in life. Unfortunately, one of the only guarantees in life is that people will pass away at some point in time. It is important that people plan for this occurring...
When most people think about estate planning, they are probably concerned, first and foremost, with the decisions about who will receive their assets upon death. However, although there are certainly millions of California residents who need to address that estate...
While residents of San Jose and the greater Bay Area may believe otherwise, retirement accounts are not always safe from creditors. Federal law covers retirement plans that are subject to the Employee Retirement Income Security Act, or ERISA. ERISA offers employees...
When Californians plan for retirement, they usually think not just about their own financial comfort and long-term care plan, but also how they can provide for their loved ones after they are gone. Anyone who is involved with estate planning is probably aware of the...
