Organization is an essential skill in many aspects of life, such as work and school. However, it is also important in estate planning in California. Keeping estate planning documents in order and in a safe place will be important for the administration of one’s estate. Being organized can help one’s intended beneficiaries avoid significant problems in the […]

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A common concern for those looking to plan for estate administration is tax liability. Usually people prefer estate planning strategies that minimize tax liability in order to leave the maximum amount of assets to intended beneficiaries. Therefore, it is best to understand the estate tax laws in order to best take advantage of current rules and regulations […]

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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 […]

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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 […]

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Life is constantly in flux and is always changing. Therefore, people are always adjusting and adapting to their particular situations in California. This also means one’s estate planning strategy may require changing and adjusting occasionally in order to adapt to significant life changes. One common life change that requires re-examination of one’s estate plan is a […]

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Today, estate planning is significantly different from the way it was a few decades ago. Much of this is due to huge technological advancements in computing that has reshaped practically every aspect of society, including estate planning in California. However, many people are still forgetting to take into account digital and electronic assets when they are planning how they […]

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One never knows what is going to happen next in life. At any point, a person can become incapacitated unexpectedly. Of course, in a worst case scenario, a person can suffer a sudden death. Incapacitation and death are two reasons why it is important for California residents to not procrastinate when it comes to drafting […]

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Every person is different and with varying individual life circumstances. Estate plans should reflect this. Estate planning strategies should be highly individualized and customized to fit a person’s specific situation and estate planning goals in California. However, there are some specific estate planning documents that are standard for most individual estate planning strategies. Usually, one of the […]

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Creating an estate plan can be a considerable task for just about anybody in California. This is why many people tend to avoid starting the estate planning process. However, estate planning can be even more challenging for those who happen to own businesses. Many business owners may be quite busy running the daily operations of the business […]

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People are busy with their daily lives, worrying about work and earning a living. This is why many California residents simply never get around to doing any estate planning. Even when people do complete estate plans, many times they fail to update their estate plans regularly. This can cause significant problems for intended beneficiaries in the […]

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