What happens to your property if you die without a will in California?
Dying without a will, also known as intestacy, has a number of legal implications including the wrong people getting your assets, at the wrong time and sometimes higher estate taxes. Your estate would also be settled through a public and time-consuming process, much like probate, managed by a court of law.
As boomers age, health, finance worries mount
Proposed cuts to Medi-Cal could affect hundreds of adult day care centers who serve tens of thousands of elderly throughout California.
Succession Planning: Moving On
Succession Planning article about the selection of a successor and proper planning to address issues related to transition in an effort to reduce strain on advisors and clients. An example of a CA advisor is given for illustration purposes.
Preparing for digital death
Discussion of issues related to access of a decedent's digital files and accounts and how many in California are affected by the rules imposed by companies who manage such digital information.
When Dementia Drains the Pocketbook
California professor discusses the importance of addressing certain issues related to dementia as part of proper estate planning.
The U.S. gift-tax gift: a $5 million exclusion
New changes to the estate tax law allow families to make much larger gifts without being subject to gift or estate taxes. Also discussion of ways that proper gifting using trusts can maximize tax benefits in the long run.