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Estate Planning Archives

Common trust errors in California

When people establish trusts, they do so in order to meet certain estate goals. If the estate is not set up correctly, left unfunded or other mistakes are made, the trust may not fulfill the grantor's goals for which it was established in the first place. Although mistakes are commonly made, most can be corrected or avoided.

What is a living will and do I need one?

In a time in which medical and scientific advances have progressed to a degree in which those near death and incapacitated in California can have their lives artificially sustained for long periods of time, living wills can be an important tool to have in place. Many people are uncomfortable with the thought of potentially spending years hooked up to machines when they are incapacitated, choosing rather to select the types of care they are willing to receive and noting the ones they wish to forgo.

Mistakes people make during estate planning

Many California men and women know and understand the importance of keeping designations on beneficiary documents up to date. These documents allow a person to designate who gets certain property or assets. However, there are many mistakes that can be made that limit how effective the execution of such documents can be.

The beginning of the legal guardian process in California

Those who wish to become the guardian of a child in California must go through a process that includes many steps. When ready to apply for guardianship, one must read the Guardianship Pamphlet and fill out a number of forms first. These forms might include the Petition for Appointment of Guardian of the Person, Letters of Guardianship, Notice of Hearing Guardianship or Conservatorship and local forms. These forms should be filed in the county the child lives, but one has to file the forms in the county a custody order exists if there is already a custody order.

Planning an after-death digital presence

When planning for the handling of their estate, many people do not consider their social media and other accounts. This means that after they leave this world, their digital accounts might remain active. One example of this was Joan Rivers Facebook. A first-person post endorsing the new iPhone 6 showed up on her page several weeks after her death. Taking steps to plan a digital estate might help avoid such issues for others.

Choosing a will or a trust in estate planning

California residents might be interested in a recent article about whether a will or a revocable trust is the better choice in estate planning. The article says that before deciding what process to use, an individual should consider the people and entities that will receive those assets.

Common mistake planning mistakes made in California

According to a recent study, 64 percent of Americans do not have a basic will. While it can be hard to predict what will happen after a person dies, there are several common estate planning mistakes that people make. A common misconception that many people have is that estate plans are only for the wealthy.

Bypass trusts in estate planning

California couples who are planning their will may be wondering if a bypass trust might benefit their situation. Bypass trust works as a tool to limit the amount that a married couple's estate is taxed after the death of one party. Furthermore, property in the form of a bypass trust may not subject to estate taxes.

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