by Kathryn A. Flanigan | Jun 20, 2017 | Estate Planning
Estate planning is used to ensure that assets are handled according to the owners’ wishes after they have died. For California same-sex couples, there may be issues that require additional consideration. Although the 2015 decision by the United States Supreme...
by Kathryn A. Flanigan | Jun 7, 2017 | Estate Planning
It is not uncommon for California residents to get married more than once. However, a second or subsequent marriage could lead to estate planning issues that may be overlooked. For example, property that a person brings into a marriage is generally considered to be...
by Kathryn A. Flanigan | Jun 2, 2017 | Estate Planning
When estate plans include a family business, owners face a unique set of challenges in establishing continuity and protecting the company during transition. Owners of California-based family businesses will want to carefully think ahead to avoid family disputes over...
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If the federal estate tax is repealed, it may have implications for the estate plans of California residents .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 | 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...
