Deciding on what will happen to your estate after you pass can be difficult, but it’s important to remember that you’re probably the most qualified to make the decisions. Your family may have some idea of what’s at stake, but it’s not likely the know the whole...
Month: August 2020
How a charitable remainder trust helps avoid taxes
When designing an estate plan, individuals may explore placing assets into trusts. Trusts tuck high-value assets or property away into an account for designated future use. One popular type of trust is the charitable remainder trust (CRT). CRTs offer families a...
What are some digital assets to include in an estate plan?
You likely understand that you should include your online assets in your estate plan. One possible problem is that you might neglect one or more of your digital assets while planning for your estate. It is natural to think some of your digital accounts are not worth...
Does your executor need to be a family member?
As a resident of California, you work hard on your estate. You build up assets throughout your life. You want to ensure that it gets passed on properly to your family and loved ones. To ensure this, you need a good estate executor. But what makes an executor good?...