California Revocable Living Trust (Your New Ultimate Guide in 2024)
Do you want to ensure that your assets are protected and distributed according to your wishes after you pass away? One estate planning tool that you may want to consider is a revocable living trust.
A living trust is a legal document that can help you avoid probate, minimize estate taxes, and provide for your loved ones. In this blog post, we’ll discuss what a living trust is, how it works, and the benefits of creating one.
8 Famous Celebrities Who Died Without an Estate Plan (2024)
Over and over, we read the stories of celebrities who died with an estate plan.
Whether it’s wills, trusts, or co-ownership agreements, you’d think that these people will have something ready when they pass away. This makes the news of celebrities dying without a will so much more shocking.
Discover the Latest Federal Estate Tax Exemption Increase for 2024 – Are you ready?
In 2024 the federal estate tax exemption is $13,610,000 for an individual or $27,220,000 million for a married couple.
So how does this affect you? Put simply, this will only affect you if the total value of your estate exceeds the tax exemption amount.
Understanding the Irrevocable Life Insurance Trust -The Ultimate 2024 Guide to ILIT’s
An irrevocable life insurance trust (ILIT) is an irrevocable trust used to hold a life insurance policy in a way that provides liquidity to the insured’s estate free of federal estate taxes.
The California Health Care Power of Attorney Simplified (5 FACTS)
Making health care power of attorney means designating someone as your spokesperson for your health care decisions; if you are not in a position to make communicative decisions about aspects of your health care
Understand the California Durable Power of Attorney in Under 2 Minutes!
A California Durable Power of Attorney is a document that authorizes your agent (a person you choose) to manage your financial affairs if you become unable (or unwilling) to manage them yourself.
Estate Planning Checklist-Made Easy (21 Step Checklist PDF)
Our 21 Step Estate Planning Checklist will ensure that your health care and financial decisions will be carried out during incapacity and after death.
CA Will vs Trust Made Simple! | The Difference Between a Will and Trust (2024)
Have you ever wondered what the difference between a will and a trust is?
And no, it is not common knowledge… However it can have a giant impact on the lives of the ones you love the most.
8 Quick Tips For Naming a Guardian for Minor Children in California
If you have minor children, you should strongly consider naming a guardian. Here are eight easy steps to guide you through the process of choosing someone responsible who can raise your kids in case something happens to both parents.
Estate Planning for Digital Assets
With so much of our personal and business lives being conducted online, making a plan for digital assets may be the most important planning a person can do.