When it comes to estate planning, people often think of what will happen to their personal assets—for business owners,...
How Business Owners Can Protect Their Legacy by Avoiding Inheritance Mistakes
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Blog
October 2021
What Is a Qualified Personal Residence Trust in the United States?
Many people who learn about the estate tax underestimate the value of their home. They think that the estate tax...
Single with No Children? Why an Estate Plan is Still Necessary
Estate planning is a complex process. One of the hardest parts of it is deciding how to distribute one’s assets....
Forming a Trust in California as a Non-Citizen
A non-citizen can form a trust in California but will need significant legal advice on the tax consequences. Both...
Naming Non-Citizens as Beneficiaries, Trustees, and Executors
When your family includes non-U.S. citizens and you want to make them beneficiaries, trustees, or executors for your...
Creditor Access to Irrevocable Trusts in California
In California, creditors have limited access to irrevocable trusts because the trust creators cede all control of...
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