COMMON MISTAKES TO AVOID IN ESTATE PLANNING Estate planning is the process of preparing for the transfer of a person’s assets and wealth after their death. It involves making a plan for who will receive those assets and how they will be distributed. Estate planning is crucial to ensure that
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Estate taxes: what you should know Estate taxes are taxes levied on the estate (i.e., the total property and assets) of a deceased individual. These taxes are paid by the estate itself before the distribution of assets to heirs and beneficiaries. Estate taxes are often a contentious issue, as many
estate planning for new parents Congratulations on becoming a new parent! As you embark on this exciting journey, it’s important to ensure that you have a plan in place for the future. One of the most critical steps in this process is estate planning. Estate planning can help ensure
Creating an estate plan for cryptocurrency is important to ensure that your digital assets are distributed according to your wishes after you pass away. Here are some steps to help you make an estate plan for cryptocurrency: Take inventory of your cryptocurrency holdings: You need to have a clear
Estate Planning Law in California: What You Need to Know Estate planning is an important process that helps individuals prepare for the distribution of their assets and property after they pass away. In California, there are certain laws and regulations that govern estate planning. In this article, we’ll take
what documents should you bring to your initial estate planning meeting? Before preparing your estate plan an attorney will ask for copies of numerous documents. Your attorney will need to know who your family and friends are that will be mentioned in the plan, what you own (your estate), and