by Kathryn A. Flanigan | Apr 18, 2017 | Estate Planning
According to a 2016 survey, almost two-thirds of Americans do not have a will. Such a document, which designates how a person’s assets should be distributed, is an important part of an estate plan, but many California residents may not have created one because...
by Kathryn A. Flanigan | Apr 11, 2017 | Estate Planning
While succession planning is partially about leaving an estate behind, it also involves appointing people who can make decisions when one is incapacitated. California residents who have not started preparing may want to begin considering estate planning tools such as...
by Kathryn A. Flanigan | Apr 6, 2017 | Estate Planning
When California residents want to protect their financial future and that of their children or loved ones, they may decide that it is time to draw up a trust. However, there are certain decisions regarding trusts that they will have to make. These decisions will be...
by Kathryn A. Flanigan | Mar 31, 2017 | Estate Planning
California residents may be curious about what they’ll need to worry about in terms of estate planning should the federal estate tax be repealed. President Donald Trump’s campaign platform included his desire to repeal the federal estate tax, which...
by Kathryn A. Flanigan | Mar 23, 2017 | Estate Planning
Californians who want to use their estates to care for their loved ones and dispose of their property need to be careful when they write wills. Experts say that many important details commonly get overlooked and that no matter is too insignificant for inclusion in an...
