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If you are a holder of Bitcoin, this article will help you to understand how to fund a trust with Bitcoin as well as the benefits of estate planning for Bitcoin.
Simply put, a HIPAA Authorization is a document where a person allows a medical provider to share their health information with a 3rd party without violating federal HIPAA regulations.
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.
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.
Probate is a Court process required to manage a Decedent’s estate and distribute his or her assets. Probate is statutorily driven, meaning that much of the process is governed by the statutes/laws passed by the California legislature and set forth in the California Probate Code.
In 2023 the federal estate tax exemption is $12,920,000 for an individual or $25,840,000 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.
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.
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
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.
Our 21 Step Estate Planning Checklist will ensure that your health care and financial decisions will be carried out during incapacity and after death.
