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Trust and Estate Planning Blog

Estate Planning for Dentists

Estate Planning for Dentists: Preserving Your Legacy and Your Dental Practice

Proper estate planning for dentists is a crucial responsibility and, when done correctly, ensures your dental practice’s longevity. It preserves your legacy, safeguards your loved ones, and maintains patient care continuity. Ensure you consult with an experienced attorney for a comprehensive dentist trust.

California Revocable Living Trust

Understanding the California Revocable Living Trust in 2023 (Updated)

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.

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 (2023 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.

2023 Federal Estate Tax Exemption Amount

New Federal Estate Tax Exemption Amount (Updated 2023)

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.

California Health Care Power of Attorney

California Health Care Power of Attorney (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

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