Posts in December, 2016

Dec 22 Estate Planning During and After a Divorce

Estate Planning During a Pending Divorce To protect the rights of each spouse during a dissolution or legal separation, and to ...

Dec 22 Transfer on Death Deed

The Revocable Transfer on Death Deed: are Trusts a thing of the Past? The California legislator enacts thousands of laws each ...

Dec 22 Difference between Probate and Trust Admin

Pre-Death Planning determines the cost, length, and efficiency of Post-Death Administration. A common misconception is that having ...

Dec 22 Claiming the Property Tax Reassessment Exclusion

What Is Property Tax Reassessment Exclusion? Real property that is not entitled to special exemption is valued at the base-year ...

Dec 22 Preventing Lack of Liquidity

It is difficult to estimate with certainty how much it will cost to settle one’s estates or how quickly expenses and taxes must be ...

Dec 22 Misusing Joint Tenancy as a form of Estate Planning

While owning property in joint tenancy does avoid probate, this estate planning method comes with certain negative tax ...