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How does the Corporate Transparency Act affect your estate plan?
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Last Modified on Mar 21, 2024

It’s not unusual for some people to utilize complex structures for asset protection and succession planning when creating estate plans. However, the introduction of the Corporate Transparency Act (CTA) and the legal scrutiny it brings to business entities can significantly…

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Is it possible to avoid probate? 3 strategies that can help
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Last Modified on Mar 11, 2024

After you pass away, the assets you leave behind will go through a legal process called probate, unless you take steps to avoid it. Probate involves validating your will (if you have one), paying off debts and distributing your assets…

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How can you simplify your estate plan for your executor?
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Last Modified on Feb 27, 2024

Estate planning can be complicated. Between distributing your assets and drafting documents that comply with the law, you may find it challenging. However, it is important to get it right for the person you entrust to execute it and for…

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Why you shouldn’t rely on California’s next-of-kin law
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Last Modified on Feb 16, 2024

If you’re one of the many Californians who doesn’t have an estate plan because you assume you’ve still got “plenty of time” before you need to decide who will inherit your assets, it’s important to remember that estate planning is…

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How to navigate estate planning with your children
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Last Modified on Feb 05, 2024

Estate planning is a crucial process that involves making decisions about how your assets will be managed and distributed both during your lifetime and after your death. If you are a parent, your children will likely be responsible for the…

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Updated estate planning laws for 2024
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Last Modified on Jan 22, 2024

Estate planning laws are always going through changes, and 2024 isn’t any exception. Sometimes, people need to pass down part of their estate prior to their death. One way to do this is through gifting. Laws related to gifting limits…

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