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Trust and Estate Planning Blog

HIPAA Authorizations in Estate Planning

HIPAA (Health Insurance Portability and Accountability Act) is an ordinance that protects and provides rights to individuals over their health information. This rule restricts physicians

Celebrities who died without an estate plan

Ultimate List of Celebrities Who Died Without an Estate Plan (2022)

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.

California Probate Lawyer

The Ultimate Guide to Surviving California Probate (2022 Update)

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.

2022 Federal Estate Tax Exclusion Amount

New Federal Estate Tax Exemption Amount (2022)

In 2022 the federal estate tax exemption is $12,060,000 for an individual or $24,120,000 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.

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