Practical And Thoughtful Legal Guidance
California residents who are making their estate plans might want to consider using one or more charitable trusts as a component. This can be particularly useful for individuals whose estate is large enough that they are looking for ways to reduce estate tax, but...
If you are happily married and have substantial wealth in California that could be subject to federal taxes, you may want to consider a QTIP trust for your partner. Here's what it does. Understanding a QTIP trust and how it works From the basics, trusts are legal...
The world of trusts in the state of California is a particularly complex one. It often involves dozens of potential considerations and a number of trade-offs. Conflicts over trusts and decisions regarding their implementation can take years. Unit investment trusts...
Planning your estate in California is the best way to ensure the smooth transition of your assets. You want to ensure that your surviving spouse and children are cared for. You also want to preserve as much of your holdings as possible. There are several methods that...
In California, planning your estate involves important decisions about the best tools to accomplish your objectives. Commonly used tools like wills and trusts govern how your assets get distributed to your beneficiaries, and it is essential that you understand the...
In California, a spendthrift trust is an estate planning tool to help regulate your beneficiaries’ access to the assets or funds held within a trust. By choosing this type of trust, you can maintain control over how your assets get distributed while ensuring that your...
California residents setting up their estate plans might be looking into setting up a trust for their loved ones. Trusts give a certain amount of protection from probate and estate taxes and make it easy to pass along assets. Many California residents might turn to a...