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When you think about your child’s future, what comes to mind? Their education? Their career? What about their financial security if something were to happen to you? As a parent, you’re focused on providing for your children in every way possible, but one area that often gets overlooked is estate planning. It’s not a topic […]
Planning for the future is a crucial responsibility for every parent, and one of the most important aspects of this planning is ensuring that your children will be cared for in the event of your unexpected absence. Establishing a children guardianship plan in California early is not just a legal formality but a proactive step […]
Planning for the future is a fundamental part of ensuring your family’s well-being and financial security. One of the most significant aspects of future planning is family estate protection in California. While many people may put off estate planning, understanding why it’s crucial can motivate you to take the necessary steps to protect your family’s […]
Estate planning is not just for the wealthy; it is a critical process for anyone who wants to ensure their assets are managed and distributed according to their wishes. Comprehensive estate planning in California can protect your assets, provide for your loved ones, and offer peace of mind. In this blog, we’ll explore how comprehensive […]
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to Assess the Value of an Estate Assessing the precise value of an estate can be complicated, especially when settling an estate. Please consult a professional with estate expertise regarding your […]
Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double.1 If you’re the parent of a special needs child, it’s vital to ensure your child will continue to be provided for after you’re gone. It can be […]
When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing with the passing of the Tax Cuts and Jobs Act, prompting many to reconsider estate strategies.¹ In 2017, Congress raised […]
In March 2020, about 804,398 new businesses had been created in the preceding year.1 All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I adopt?” Each strategy presents its own set of pros and cons. To complicate matters a bit, the 2017 Tax Cuts and Jobs […]
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from one generation to the next. The revenue from these stamps was […]
The need to care for disabled children may continue into their adult years, even after the passing of their parents. The care choices are wide ranging – family, health care aides, special care facilities, day programs, and group homes, among others. However, your child’s specific needs and your available financial resources may dictate which is […]
