We regularly update our blog to offer crucial information on living trusts, guardianship of minor children, Medi-Cal planning, asset protection, and other California estate planning matters. Learn more about the planning process from our experienced attorneys.
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When Was the Last Time You Checked Your Beneficiary Designations?You may not realize that your beneficiary designations should be reviewed periodically to make sure that they are up-to-date and align with your wishes.
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2024 Estate and Gift Tax Updates
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The Advantages and Disadvantages of a Springing Power of AttorneyAlthough the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.
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Estate Planning for Same-Sex Couples in CaliforniaIn CA, same-sex couples have the same estate planning rights as their heterosexual counterparts. Our attorney explains how to ensure your estate’s safety.
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Power of Attorney: Should Yours “Spring” or be Effective Immediately?The springing power of attorney could seem like an ideal way to prevent abuse, but it has significant downsides that can make enforcement difficult.
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How Your Estate Plan Can Help Prevent Estate SquabblesSiblings often fight over inheritances. But, these disagreements can be curbed through careful estate planning strategies. Our CA attorney explains.
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Your Options for Using an Inherited Roth IRAThe rules of inherited Roth IRAs depend on the heir’s relationship with the original owner. Sometimes, late withdrawals could trigger massive tax penalties.
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Using Your Estate Plan to Avoid ComplicationsThe death of a spouse can be life-altering and emotionally devastating, but survivors must eventually revise their estate plans to protect their independence.
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5 Estate Horror Stories You’ll Want to Avoid!Don't make these mistakes with you or your estate!
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Estate Planning for Elders: Be Prepared for Life’s UncertaintiesAn estate plan gives older adults an opportunity to protect themselves in the event of an accident, cognitive decline, and any of life’s uncertainties.
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Aretha Franklin: The Queen of Soul’s Big Estate Planning MistakeAretha Franklin made an unfortunate mistake by keeping her will inside a sofa. The attorney at The Law Firm of Kavesh, Minor & Otis, Inc explains.
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The Importance of Keeping Your Estate Safe From ThievesWith identity thieves now targeting those who are recently deceased, protecting your estate from cybercrime is especially important. Our CA attorney explains.