by Kathryn A. Flanigan | May 22, 2017 | Estate Planning
A person in California who is preparing an estate plan might also want to consider writing something known as a letter of final wishes. This is a document that addresses all the aspects of an estate plan that wills, powers of attorney, health care proxies and other...
by Kathryn A. Flanigan | May 17, 2017 | Estate Planning
If the federal estate tax is repealed, it may have implications for the estate plans of California residents . At the very least, it may be a reason to review any existing estate plan documents that an individual may have. To account for estate taxes, some have chosen...
by Kathryn A. Flanigan | May 12, 2017 | Heirs & Beneficiaries
It is important for Californians to consider how they want to handle their estates and then to make certain that they have the proper tools in place. If you are thinking about your own estate plan, it is important that you understand the different types of documents...
by Kathryn A. Flanigan | May 1, 2017 | Trustees; Executors & Fiduciaries
California residents who have been designated as an executor of an estate have been given significant responsibilities in the handling of a decedent’s assets. There are certain steps that they have to take to ensure that they administer the assets according to...
by Kathryn A. Flanigan | Apr 26, 2017 | Estate Administration
After people die, their social media accounts amay have to be dealt with by an executor or surviving relative. California residents may benefit from learning how this should be handled. The terms of service of each platform on which the decedent had an account should...
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...
