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Archives for August 2014

California Estate Planning Checklist: Documents & Case Study

California Estate Planning Checklist – Guide All estate plans are unique. However, the following is a basic California estate planning checklist that you can use to ensure your lifetime financial and healthcare needs are handled in case of incapacity and your wishes are carried out on death (while avoiding probate!). What documents are on the California estate […]

Estate Planning Attorney: Singles Need to Plan Too

Singles Incentives to Plan Advice from this estate planning attorney – single people have an even greater need to create estate planning documents to protect their interests on death or incapacity than married couples. There are legal protections in place for married couples that fail to plan. For instance, if you’re married and die without […]

Estate Planning Tax Law Changes: Changing Traditional Trust

Traditional “AB” Trusts – A thing of the Past… The American Taxpayer Relief Act (ATRA) was signed into law on January 2, 2013. The enactment of the ATRA has been one of the most influential  estate planning tax law changes in recent history. The influence of these estate planning tax law changes has allowed couples that simply […]

California Estate Planning Attorney: Guide to Holographic Wills

“Do it Yourself” Documents As a California estate planning attorney, I cringe at the thought of clients creating their own estate planning documents. There’s just too many things that can go wrong when you try to “do it yourself.” Holographic wills are written entirely in the handwriting of the testator (no typewritten or pre-printed portions). […]