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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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?
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Who should be the successor trustee of our trust?
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I have a large retirement account. How do I handle transferring it to my children after My spouse and I are both gone?
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How Should I Handle My Life Insurance With Regard to My Estate Plan?
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How Do I Transfer My Home to My Revocable Trust?
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How do I Transfer My Bank Accounts to My Trust?
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I Want to Transfer My Business to My Children. What do I need to do?