Basics of Estate Planning: Portability vs. Credit Shelter Trust


Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more. The post Basics of Estate Planning: Portability vs. Credit Shelter Trust appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/basics-estate-planning-portability-credit-shelter-trust/

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Estate Planning Lawyers Discuss Intestate Succession


One of the purposes of estate planning is to prepare for our deaths.  One reason a probate lawyer needs to know about the probate code is to understand the laws of intestate succession.  These laws determine who gets what if you die without a will.  In general terms, if you die without a will in [ ] The post Estate Planning Lawyers Discuss Intestate Succession appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/estate-planning-lawyers-discuss-intestate-succession/

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Sacramento Estate Planning Attorney Provides Basic Tips


As with many legal matters, estate planning attorneys have their fair share of horror stories from years of working with clients to create an estate plan.  Whether its issues relating to property ownership or family disputes over a loved one s estate, problems in passing on an estate are very common. Unfortunately, most clients assume that [ ] The post Sacramento Estate Planning Attorney Provides Basic Tips appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/estate-planning-attorneys-provide-basic-tips/

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Basics of Estate Planning: Portability


What is “portability” and how is it elected? This article discusses these topics and explains some shortcuts that can be taken when filing a return only for portability. The post Basics of Estate Planning: Portability appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/basics-estate-planning-portability/

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