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April 2014 Archives

Asset protection and estate planning

California residents who want to distribute their assets to family members and other beneficiaries after they die have several tools at their disposal. Proper estate planning can often include much more than the creation of a will. Creating a trust be an effective way of carrying out the grantor's wishes while instituting a degree of control over how and when the assets are distributed. A properly-drafted trust can also avoid the time and expense of probate and in some cases can be used as a means of avoiding or reducing the estate tax burden.

Trust provisions that can act to benefit heirs

A recent article outlines several factors that families in California may want to take into account when considering leaving money in a trust for future generations. The suggestions in the article vary in their approaches while generally working toward the common goal of helping individuals with fortunes protect their heirs from throwing away the wealth they inherit.

4 elements of estate planning

Estate planning is a process that California residents may need to take seriously. If it is done properly, an estate plan might be able to reduce taxes heirs will have to pay on the estate, document how a person wants to handle end-of-life decisions, arrange for the care of minor children if both of their parents die, and avoid probate court.

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