Tax Issues in Estate Planning and Probate in California

Tax Issues in Estate Planning and Probate in California PDF Author: Zane S. Auerbach
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 84

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Book Description

Tax Issues in Estate Planning and Probate in California

Tax Issues in Estate Planning and Probate in California PDF Author: Zane S. Auerbach
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 84

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Book Description


Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning PDF Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413331467
Category : Law
Languages : en
Pages : 288

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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.

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

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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.

Estate Planning & California Probate Reporter

Estate Planning & California Probate Reporter PDF Author:
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 422

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Book Description


How to Probate an Estate in California

How to Probate an Estate in California PDF Author: Julia P. Nissley
Publisher: NOLO
ISBN: 9780873375610
Category : Law
Languages : en
Pages : 454

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Book Description
A Nolo bestseller, How to Probate an Estate unravels how to settle a simple California estate without an attorney. It provides all the tear-out forms and instructions necessary to: -- read and understand a will -- determine who gets property if there is no will -- transfer securities -- collect life insurance and other death benefits -- change title of real estate, securities and other possessions into the names of the new owners...and much more.

Current Books and Articles on Wills, Estate Planning, Inheritance Tax, Probate

Current Books and Articles on Wills, Estate Planning, Inheritance Tax, Probate PDF Author: Los Angeles County Law Library (Calif.)
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 14

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Book Description


California Guide to Tax, Estate & Financial Planning for the Elderly

California Guide to Tax, Estate & Financial Planning for the Elderly PDF Author: Stuart D. Zimring
Publisher:
ISBN: 9780820550688
Category : Estate planning
Languages : en
Pages : 0

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Book Description


How to Probate an Estate in California

How to Probate an Estate in California PDF Author: Julia Nissley
Publisher: Nolo
ISBN: 1413328423
Category : Business & Economics
Languages : en
Pages : 512

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Book Description
This book provides all of the forms, instructions, guidance, and tips you'll need to probate a simple estate in California. And even if you hire a lawyer to help, this book will give you a solid understanding of the process and allow you to do much of the work yourself.

Plan Your Estate

Plan Your Estate PDF Author: Denis Clifford
Publisher:
ISBN: 9780873370080
Category : Law
Languages : en
Pages : 250

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Book Description


Estate Planning for California Residents

Estate Planning for California Residents PDF Author: Milton Berry Scott
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 276

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Book Description