|
 The
following articles illustrate some basic estate planning concepts
in a variety of different contexts. Article categories are
designed to help you find the precise information you are looking
for! If you don't find it here, contact us and we'll be happy
to provide additional resources.
| Business Planning |
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| Articles
in this section illustrate some basic estate planning
concepts where a family business or an investment partnership
is a significant part of your estate, such as business
succession issues, dispute resolution techniques, the
types of entities in which to operate a business, and
ways to save on taxes. |
| Charitable Planning |
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| Articles
in this section illustrate some basic estate
planning concepts when you want to leave some
or all of your estate to a charity, such as the
proper use and design of charitable trusts, foundations,
donor advised funds, and other gifting programs. |
| Estate Administration |
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| Articles
in this section illustrate some of the more important
issues involved in administering an estate upon
the death of a loved one. |
| Estate Planning |
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| Articles
in this section illustrate basic estate planning
concepts, such as the general need for wills,
living trusts, and powers of attorney, the importance
of funding your living trust, how to best protect
your family and avoid future family conflicts,
how to avoid unintentionally disinheriting your
loved ones, and planning your affairs for easier
estate administration later. |
| Life Insurance Planning |
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| Articles
in this section illustrate basic estate planning
concepts when life insurance is a significant
portion of your estate, including the various
types of insurance policies, ownership alternatives,
the best way to pay for life insurance, the need
for life insurance, and who to name as beneficiary
of your life insurance. |
| Marital Planning |
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| Articles
in this section illustrate some basic estate
planning concepts in a marital context, including
the all-important question, “How Should
Title Be Held Between Me and My Spouse?” |
| Medi-Cal and Disability |
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| Articles
in this section illustrate the need to plan now
for the possibility that you or a loved one may
suffer a disability or serious illness which
necessitates the need for long-term care in the
future and how to best pay for that care without
going broke. |
| Retirement Planning |
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| Articles
in this section illustrate basic estate planning
concepts related to retirement accounts, such
as the various types of retirement accounts,
minimum distribution requirements, how to integrate
your retirement accounts into your overall estate
plan, and how to stretch out retirement distributions
to achieve maximum income tax deferral. |
| Tax Planning |
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| Articles
in this section illustrate ways to help you and
your loved ones save the most in income, gift,
and estate taxes, and include most of the alphabet
soup of the estate planning world. |
| Trust Scams |
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| Articles
in this section address the latest estate planning
scams pawned off on the unwitting public through
unscrupulous promoters. They are presented here
as a public service. |
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