There's more to an estate plan than writing a will. In fact, a complete estate plan can transfer your financial and physical property to your heirs without your assets being subject to the California probate process.The purpose of probate is to make sure a will is...
Month: January 2019
Should you fund an incentive trust for your beneficiaries?
When you do your estate planning, one topic that you might want to explore further with your estate planning attorney is funding an incentive trust. There are pros and cons associated with this decision, so it's wise to mull over all of your options.An incentive trust...
What you need to know about selling your California business
You conducted a lot of research, consulted a lot of experts and created a business plan when you decided to open your business in California.Why should you be any less prepared when you decide to sell your business? You shouldn't. There's much to do when you decide to...
Can you write your will by hand in California?
If you have an elderly relative who is a California resident, you may worry that their handwritten will might not hold up in court. The good news is that our state recognizes the validity of holographic -- handwritten -- wills.But you may want to ask a Gold River...
What trust options do you really have?
You may not always feel a sense of urgency to go out and do an estate plan. Once you have a child, however, your priorities shift, and thinking ahead to the unthinkable may come to mind.When formulating an estate plan strategy, several options for setting aside...
What if you can’t pay your California income tax bill?
With the holidays over and the arrival of the new year, our attention turns to a topic much less festive and heartwarming.Income taxes. Those W-2 and 1099 forms will be arriving shortly, and it will be time to file your tax returns soon enough. We can hope to get a...