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April 2019 Archives

Preparing for taxes in your estate plan

Many of us have heard the old saying, “Nothing is certain except for death and taxes.” Sometimes, the two go hand in hand. When creating an estate plan, it is essential to consider tax implications for your property and assets. Today, we look at the essentials of “death taxes” in California.

How is guardianship different from conservatorship?

People often ask us, “What is the difference between a guardianship and a conservatorship in California?” In many ways, the two accomplish the same goal. Both are a process where the courts give someone legal authority to manage another person’s affairs. However, the duties and responsibilities involved vary between the two, as does the age of the person the court seeks to protect.

How to add a charitable remainder trust to your estate plan

Many people make charitable giving a part of their estate plans. Giving assets to charity provides tax benefits as well as a legacy you can be proud of. But with so many charitable organizations out there and numerous methods of giving, where does one start?

How a special needs trust can secure your child’s future

Estate plans are exactly that: a plan for the future. They ensure your loved ones are cared for, even after you are gone. For parents whose children have special needs, the estate plan should also include considerations for their care. This can be stressful, especially if you aren’t sure what kind of care your child will need in the future or whether they will need government assistance.

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