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When it's time to plan for your estate, if you have minor or adult children or other close heirs, you could face a dilemma. If you have more than one heir, how do you go about splitting the assets among them?California law does have a little to say about this, so the...
If you're going to make some resolutions for 2017, consider including financial concerns among them. Health and wellness resolutions are a great idea, but if you get some financial matters resolved you are often less stressed and freer to attend to these other...
Probate is a legal process, which means it usually takes place in or through the court. It deals with the way assets from someone's estate are distributed to his or her heirs. While having a will can greatly diminish the cost and stress of probate, it doesn't rule out...
If you own real estate, then you might consider a qualified personal residence trust as the vehicle for passing that property on to children or other heirs. A QPRT can help you reduce the amount of gift or estate taxes you or your heirs might end up paying.In the...
While almost everyone knows what a will is -- and would even agree that they are important -- many people never think about trusts. The word trust is often reserved for phrases such as trust-fund baby, and those types of phrases create false thinking around the...
We often discuss the need to plan ahead for end-of-life care and decisions no matter what age you are, but some circumstances can make planning ahead even more essential to protect your wishes. One of those situations can be when your adult children or other close...
One aspect many people overlook when dealing with estate planning and estate administration is the ongoing impact creative assets can hold. Whether you have a tiny royalty interest in an anthology or a major collection of song-writing credits, if you are a creative,...
Despite what you might read online, you can't always avoid probate processes completely. You can, however, mitigate the negative issues related to probate with well-thought-out estate planning. Here's a look at some of the issues you can avoid by working with an...
Setting up a charitable remainder trust lets you help a charity that you want to support while also helping yourself during this life. It also lets you pave the way for a legacy upon your death. Many of the personal benefits of a charitable remainder trust relate to...
When you begin estate planning, one of the first things you might do is work with a professional to create a will. A will is a critical component to estate administration, especially if have anything to pass on to others when you die. To be effective, though, your...