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Immigration status and inheritance

A married person in California may create an estate plan that transfers all or most of their assets to their surviving spouse. If a deceased person’s surviving spouse is an undocumented immigrant, the estate plan can still function the same way. Undocumented...

Caution with complicated estate plans

Although many California residents ignore the need to plan for the management of their affairs at life’s end, others go to the opposite extreme by creating estate plans that are more complex than necessary. In some cases, there can be substantial losses because...

Estate planning for business owners

California business owners would do well to plan for the eventual disposition of their estate after they pass away. It may require special preparation to ensure the healthy function of the business and the smooth transition of authority after the death of an owner....