Our legal library contains a variety of articles to help people understand the California estate planning process. Browse through our library to learn about the documents included in an estate plan, how to protect your future health and medical care, and how to ensure that your wealth will be appropriately passed down to your loved ones.
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How U.S. Citizens Abroad Can Benefit From Estate PlanningMost expatriates are familiar with the necessity of reporting foreign income to the IRS, but few protect their estates from taxation. Our CA attorneys explain.
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California Estate Planning During a Recession or CrisisA comprehensive estate plan allows you to minimize existing risk while pre-empting future threats to your assets. Our CA attorneys explain.
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Using a Video Will in Your California Estate PlanWhile some states accept videotaped wills as legally binding, California only recognizes written wills as valid estate planning documents. Our attorneys explain
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Including Cryptocurrency in Your California Estate PlanCryptocurrency is both a potentially valuable and highly volatile investment that demands a modern, professionally made estate plan. Our CA attorneys explain.
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The Uses and Disadvantages of California CodicilsA codicil might seem like a simple way to alter an existing estate plan. However, codicils can cause more problems than they solve. Our CA attorneys explain.
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Leaving Gifts to Grandchildren in CaliforniaGrandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.
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The Benefits of California SLATsA SLAT uses estate law and federal gift exemptions to provide a spouse with life-long access to trust assets. Our California estate attorneys explain.
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How a California Prenuptial Agreement Could Help Cement Your LegacyPrenuptial agreements are often associated with divorce disputes, but they have the potential to serve as important estate planning devices, too.
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Incorporating Collectibles in Your Estate PlanSince the IRS has strict tax rules for inheritable artwork, your estate plan should always account for any valuable collection. Learn more here.
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California Uniform Trust Decanting ActCalifornia recently enacted the Uniform Trust Decanting Act that allows trustees to transfer trust assets into a new trust with revised terms and conditions.
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Protect the Finances of a Loved One After a Dementia DiagnosisCalifornia law provides some useful strategies to help a loved one responsibly manage their money even after they have been diagnosed with dementia.
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Creating a California Succession Plan for Your Family HomeCalifornia residents can enact many strategies to leave their family home as an inheritance. However, your decision could have major tax implications.