Seniors in California may not know where to turn for good, trustworthy financial and legal advice. There are literally hundreds of firms and businesses out there advertising for legal and estate planning services, many at an extremely low cost. It can be very...
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Estate Planning
Taxes on beneficiaries could be very costly
Residents in California who are planning for the well-being of their future generations and heirs probably have a lot of common goals. For one, they want their heirs to be able to enjoy their inherited assets, whether it be a taste of the good life or a little extra...
Estate planning a solid complement to retirement planning
People have probably heard it from the time they earn their first paycheck, "You need to start saving for retirement!" There is wisdom in these words, but unfortunately, there are many other facts of life that make this advice difficult to follow at times. Residents...
Planning for long-term care is important for seniors
As Californians age and start to consider retirement planning and estate planning issues, they may want to think about their own potential need for long-term care. It may not be a pleasant thought for people to confront their own human frailty, but when it comes to...
How often do I need to think about my life insurance policy?
Many people in California have some sort of life insurance policy. Life insurance is a tried-and-true method of providing some level of financial support for surviving loved ones after a person's death; when everything goes according to plan, life insurance can be a...
Everyone needs estate planning of some kind
When it comes to planning for end-of-life matters and determining where to leave one's assets after death, a lot of people have the same question, "Do I need professional estate planning?" Chances are, they do. Regardless of a person's assets and the complexity of...
Public estate planning resources may provide basic information
People in Northern California who have questions about estate planning may not initially know where to turn. Most people understand that it is a very important task, but busy people also know how easy it can be to put it off. The problem with putting it off is that...
Why is it important to clearly establish a domicile?
As Joan Rivers' passing last year illustrated, the proof of a person's domicile can have tremendous ramifications on a person's estate, in particular the amount of state estate tax a person may be liable for. California, which has not had an estate tax since 2005,...
Joan Rivers’ state of domicile has big impact on tax burden
Comedy and entertainment pioneer Joan Rivers left a legacy of laughter and success to her family, as evidenced by the $150 million estate she left behind to family and loved ones. What nobody is laughing about, however, is the fact that an apparent ambiguity in her...
Holidays are a great opportunity to discuss estate plans
Every December, people in California and across the U.S. prepare to gather with friends and family to celebrate the holidays. While most people are focused on catching up with one another and enjoying their time together, it is also a great opportunity to have...