It’s astonishing how often we hear the same questions from clients. Here, we have gathered together our responses to some of the inquiries we receive over and over. Dip into our FAQ collection; you may find your own questions about California estate planning answered in detail.
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What is Included in my “Taxable Estate” for Purposes of Calculating if my Estate will Owe Estate Taxes?
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Why do I need a trust and not just a will?
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Do I need to update my trust when I open a new bank account or buy another piece of real estate?
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How often do I need to update the terms of my trust?
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How long will it take to draft my trust plan?
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How do I make sure my assets won’t go to my child’s spouse?
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Will our kids have to pay estate taxes on our assets after we die?
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How do I get my assets into my trust?
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Do I need to refinance my house before I put my house into my trust?
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What is the best way to leave personal property to specific people?