Planning on making a gift to or leaving an inheritance for a minor child (generally defined as someone under age 18)? How can you ensure “What Is a UTMA or UGMA Account?”
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Prop 19 Update: Restrictions on the Parent-Child Reassessment Exclusion
If you enjoy low property taxes on your California real estate, and you want your children to inherit your assessed value, consider making an advance “Prop 19 Update: Restrictions on the Parent-Child Reassessment Exclusion”
Trustee Duties to Beneficiaries
Administering a trust for the benefit of one or more beneficiaries? Here are the duties you must adhere to: Duty to Administer Trust: You must “Trustee Duties to Beneficiaries”
Estate Planning Through the Various Life Stages
A good estate plan will reflect the changes you experience in life. Here’s a breakdown of the estate planning tools you should consider if you’re “Estate Planning Through the Various Life Stages”
Is it Time to Review/Update Your Estate Plan?
How often should you review your estate plan? If you are not impacted by the estate tax, I recommend that you reconsider your plan every “Is it Time to Review/Update Your Estate Plan?”
New Year’s Resolutions
Welcome 2019! This is a year filled with promise: The motivation to take better care of yourself, the serenity to find that elusive work-life balance, “New Year’s Resolutions”