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.
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.
Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake.
Clients often want a simple plan that maximizes their goals. This article looks at a simple way to make gifts to charity more valuable to the donor and the charity.
Trusts are incredibly useful tools. But, like other useful tools, they do not fit every circumstance and they must be used properly. Learn more about two common mistakes and how they may be avoided.
As all Sacramento estate planning attorneys know wills and trusts serve different purposes when it comes to estate planning.
This examines the basics of asset protection. It includes some specific strategies to reduce asset protection risk. The post Basics of Estate Planning: Asset Protection appeared first on Northern California Center for Estate Planning and Elder Law.