What do I Need to Know About Inheritance Law in California?

When creating an estate plan, there can be a lot of information to consider in one sitting in order to ensure you accomplish everything you want to. One of which can be if there are any tax implications that come with the plan. Trying to understand this can be overwhelming, which is why it is […]

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What Do I Need to Know About Revocable Trusts?

When a person creates an estate plan, they may choose to set up a trust in the process. This allows them to protect their wealth from taxes in order to pass on as much as they can to a beneficiary. In doing so, the trustor appoints a third-party trustee to manage their assets on behalf […]

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Important Estate and Tax Planning Tips for the Fiscal Year

With tax season approaching, it is important to think about the tax implications that come with estate plans. This is because educating yourself on the topic can result in certain benefits before the fiscal year ends. During this time, consider the following estate and tax planning steps: Bunching Charitable Gifts for Income Tax Deductions If […]

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