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may be curious about what they’ll need to worry about in terms of estate planning should the federal estate tax be repealed.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...
by Kathryn A. Flanigan | Mar 13, 2017 | Estate Planning
Some California residents might wonder whether they should make an estate plan when there might be a change in federal estate tax law. However, there are generally benefits to estate planning that are independent of that. Among them are setting up an irrevocable trust...
by Kathryn A. Flanigan | Mar 6, 2017 | Estate Planning
California residents may have heard that Barack Obama signed the Special Needs Trust Fairness Act into law in December 2016. The new law modifies a rule that says a first-party special needs trust needs to be created by a disabled person’s parent, grandparent or...
