Strategies for Trusts and Estates in California

Strategies for Trusts and Estates in California PDF Author: WEST GROUP
Publisher: Aspatore Books
ISBN: 9780314264251
Category : Law
Languages : en
Pages : 84

Get Book Here

Book Description
Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Strategies for Trusts and Estates in California

Strategies for Trusts and Estates in California PDF Author: WEST GROUP
Publisher: Aspatore Books
ISBN: 9780314264251
Category : Law
Languages : en
Pages : 84

Get Book Here

Book Description
Strategies for Trusts and Estates in California provides an authoritative, insiders perspective on best practices for handling the estate planning process in the state of California. Featuring partners from some of the states leading law firms, these experts guide the reader through the different phases of creating an estate plan, including evaluating a new client, choosing the right type of trust, updating an estate plan, and understanding the consequences of a poorly drafted trust. From keeping up-to-date on relevant decisions in this area of law to understanding the common issues and concerns that face California residents, these authors emphasize what is needed to determine the best estate planning strategy for your client. Additionally, these leaders discuss the key concerns of surviving family members and beneficiaries and offer advice on the common mistakes and pitfalls in this practice area. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law.

Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning PDF Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413331459
Category : Business & Economics
Languages : en
Pages : 369

Get Book Here

Book Description
This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.

Estate Planning Secrets of the Affluent

Estate Planning Secrets of the Affluent PDF Author: Brenda L. Geiger
Publisher:
ISBN: 9781633850897
Category : Estate planning
Languages : en
Pages : 0

Get Book Here

Book Description


Probate and Trust Estate Administration Tips and Tricks

Probate and Trust Estate Administration Tips and Tricks PDF Author: Daniel Collins
Publisher: Hackard Global Media, LLC
ISBN: 9780999144640
Category :
Languages : en
Pages : 150

Get Book Here

Book Description
Most people are woefully unprepared to take on the thankless task of administering a trust or probate estate, and worse still, they believe that their attorney will handle all their nitty-gritty details. In PROBATE & TRUST ESTATE ADMINISTRATION TIPS & TRICKS, licensed California real estate broker, court-appointed Receiver, and Partition Referee Dan Collins offers a common-sense, plain-speaking, and practical guide for laymen that cuts through the jargon and explains which jobs most people can do themselves, and which require experts and professionals. Save time and money

Every Californian's Guide to Estate Planning

Every Californian's Guide to Estate Planning PDF Author: Liza W. Hanks
Publisher:
ISBN: 9781413327151
Category : Business & Economics
Languages : en
Pages : 0

Get Book Here

Book Description
Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.

Understanding Living Trusts

Understanding Living Trusts PDF Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230

Get Book Here

Book Description
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

The Complete Guide to Planning Your Estate in California

The Complete Guide to Planning Your Estate in California PDF Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384254
Category : Business & Economics
Languages : en
Pages : 338

Get Book Here

Book Description
Synopsis: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Michigan will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Michigan residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Michigan -specific information is offered throughout this book, including: Michigan's probate code; Michigan rules, regulations, and laws specific to estate planning; elements of a valid Michigan will; planning your living will in Michigan; explanations of Michigan laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Michigan residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

California Wills and Trusts: Treatise and Forms

California Wills and Trusts: Treatise and Forms PDF Author: LexisNexis Matthew Bender
Publisher:
ISBN: 9780820520100
Category :
Languages : en
Pages :

Get Book Here

Book Description


Secrets of Great Estate Planning

Secrets of Great Estate Planning PDF Author: Brenda Geiger
Publisher:
ISBN: 9781633851320
Category :
Languages : en
Pages : 0

Get Book Here

Book Description


Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning PDF Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413329381
Category : Law
Languages : en
Pages : 369

Get Book Here

Book Description
Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.