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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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 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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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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Should I Form My LLC in California or Some Other State if My Rental Property is in California?
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Should I Leave My Rental Property in My Revocable Trust or Should I Protect it in an LLC?