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Acting as the representative for an estate undergoing probate is an important responsibility that comes with many obligations. You need to keep thorough records, communicate with beneficiaries and manage the estate's assets in a timely fashion. Learning about the...
Estate planning allows you to direct how to distribute your belongings once you die. With a proper strategy, you can ensure your beneficiaries receive your assets without the hassle of the probate process. Include a living trust in your estate plan In California, you...
Running your own business can be financially empowering and personally liberating, but it comes with a number of obligations that you must uphold. One of which comes in the form of tax obligations, something that you must meticulously plan for throughout the year....
Creating a trust helps ensure that the right people receive your assets upon your passing. While you may already know that you want to opt for a trust rather than a will or other arrangement, you may not have considered the many types of trust you have to choose from....
When you hear about estate plans, you probably think that they are primarily for wealthy individuals, but that is not the case. In fact, estate plans are beneficial for most adults, and for good reasons. Here are some of the situations in which an estate plan is...
Proper estate planning allows you to make personalized, informed decisions about your health, assets and other goals. You can look after yourself, your family and your business while meeting your financial goals. You can avoid mistakes and make informed decisions...
If someone in your life has recently passed away, you could find yourself involved in the probate process. Probate courts oversee the distribution of estates. For some, probate can be confusing and stressful. Understanding the purpose of probate and how it works can...
Trusts are popular estate planning tools for avoiding lengthy probate. They can also benefit grantors during their lifetime. Irrevocable and revocable trusts have the versatility to benefit individuals at all income levels. Irrevocable trust Irrevocable trusts are...
Every year, Congress makes changes to the tax code, and keeping up with these changes can be challenging even for tax professionals. Therefore, if you complete your own taxes, you may inadvertently make a mistake. This is what happens if you make a mistake on your...
Part of the estate planning process involves naming a legal guardian for your children. This person would step in and care for your children in the event that you unexpectedly pass away. According to the Judicial Branch of California, legal guardianship is a form of...
