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 Claim Your Unclaimed Property

A recent California superior court decision held that merchandise credits not redeemable for cash are not subject to California ...

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 2017 Estate Tax Exemptions

In 2017, the Estate and Gift Tax Exemption amount is set at $5.49 million per individual, up from $5.45 million in 2016. In excess ...

Dec 22 Pet Trusts and Pet Care Provisions

Consider including pet care provisions in your estate plan – set aside sufficient funds to be put in carefully selected hands to ...