Pop culture isn’t necessarily an accurate source of estate planning information. Still, in some cases, it can raise...
Blog
Leaving an Inheritance: Which Distribution Is Best?
As a parent, it may be one of your many goals to leave behind an inheritance for your beloved children. The good news...
Statements of Intent or Purpose in Trusts
California law allows trusts to be created “for any purpose that is not illegal or against public policy.” That very...
The Basics of Gift Taxes
This article is about taxes on gifts made during life, not about taxes that may apply to gifts made after death. The...
Debunking Estate Planning Myths: Janet on KALW in April
In April, Janet was featured on KALW's Your Legal Rights program, hosted by Jeff Hayden. Many of us don’t think about...
FAFSA Guideline Change Aids Grandparents in Funding Kid’s Education
FAFSA Guideline Change Aids Grandparents in Funding Kid’s Education Many grandparents enjoy the chance to help their...
Pour-Over Trust in Estate Planning
More and more people are bringing significant assets with them into marriage. As a result, both parties have separate...
Is an Electronic Will Right for You?
When most people think about having a will made, they think about a long, dusty document filled with confusing legal...
May-September Relationships and Estate Planning
Age is not an important factor for many people in choosing a partner. While the average gap in married couples is...
The Basics of Common Trusts
Good parenting is about loving and supporting your children. That does not always mean spending the same resources for...
What Happens to Your Social Media When You Die?
How to Handle Facebook, Twitter, and Other Social Media Accounts After the Death of a Loved One Social media is a huge...
Portability of the Estate Tax Exemption
The legacy you leave your loved ones and cherished causes includes the values you instill in them, directives for the...
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