Creating a trust is intended, among other things, to secure one's assets and beneficiaries against the unexpected. However, even trusts depend on humans to function, and a trustee who no longer wishes to serve may create an unexpected wrinkle in an estate plan. It is...
Do I need a probate attorney?
Month: July 2017
California considers ABLE accounts
California is considering a new type of savings account that may help those with disabilities build up resources without threatening their needs based benefits from subsidy programs. These accounts are known as ABLE accounts, which stands for "achieving better life...
Does passing a house onto an heir trigger tax reassessment?
California estate planning can get exceptionally complicated, especially when it comes to how to protect your interests when passing real estate from one person to another. If you own a piece of real estate, then you almost certainly would want to pass that on to...
Should I start estate planning before my 40s?
In many cases, estate planning is considered something that the elderly or middle-aged concern themselves with, but younger individuals can benefit greatly from beginning their estate plan ahead of a normal time frame. The truth of the matter is that none of us are...
Estate planning as a non-citizen in America
Here in California, we enjoy a large number of non-U.S. citizens as a significant portion of our state residents. This reflects well on California as a progressive state that values people of all backgrounds, but also implies a number of legal issues when it comes to...
