Archive for September, 2015
Sep 21, 2015

Often, married couples designate one spouse to manage and take care of the family’s expenses. This generally includes managing a family’s estate planning needs in California. Once an estate plan is put in place, though, it doesn’t necessarily mean that person’s job is done. If the spouse that did all the planning dies unexpectedly, the […]

Sep 16, 2015

When couples marry, they are usually not concerned with financial matters at first. On the other hand, with their change from single to married status comes some potential tax advantages in California. However, tax advantages do not only apply while the married couple is alive, it also helps as far as administering an estate to […]

Sep 9, 2015

Communication is important for any area in life. It is particularly important when it comes to estate planning in California. Failure to communicate with family members and intended beneficiaries can result in future problems. One common mistake is when people decide how they would like to have their assets divided without consulting with intended heirs. Many times […]

Sep 2, 2015

When playing sports, it is important to understand the rules to the game in order to win. The same is true for estate planning in California. It is essential to understand the relevant rules and regulations when planning an estate. All legal documents of an estate plan should reflect these applicable laws in order to ensure that […]