[PDF] Advanced Estate Planning Techniques In California eBook

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Every Californian's Guide To Estate Planning

Liza W. Hanks
Every Californian's Guide To Estate Planning by Liza W. Hanks PDF

Author : Liza W. Hanks
Publisher : Nolo
Page : 288 pages
File Size : 33,51 MB
Release : 2024-01-30
Category : Law
ISBN : 1413331467

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Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.

Every Californian's Guide to Estate Planning

Liza W. Hanks
Every Californian's Guide to Estate Planning by Liza W. Hanks PDF

Author : Liza W. Hanks
Publisher :
Page : 0 pages
File Size : 39,20 MB
Release : 2020
Category : Business & Economics
ISBN : 9781413327151

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Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home.