Every Californian S Guide To Estate Planning

  every californian's guide to estate planning: Every Californian's Guide To Estate Planning Liza W. Hanks, 2022-01-25 You can find estate planning books that focus on reducing taxes, and basic books that explain the necessary documents in simple terms, but no book deals with the complex issues that many Californians face when putting their estate plans together: Prop 13: keeping low property tax rates in the family Understanding community property and how it affects your plan Trump’s tax law: What’s effect on estate planning? international issues (such as people who want to make gifts to family members living abroad, non-citizen spouses, or naming international guardians) and blended and non-traditional families.
  every californian's guide to estate planning: Every Californian's Guide To Estate Planning Liza W. Hanks, 2024-01-30 This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.
  every californian's guide to estate planning: Every Californian's Guide to Estate Planning Liza W. Hanks, 2020 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.
  every californian's guide to estate planning: Every Californian's Guide to Estate Planning Liza W. Hanks, 2018 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. California is different from almost anywhere else, people come from all over the world to live here, less than 25% of our families fit the traditional model, property is subject to community property rules, and our property tax rates are kept low until a property changes hands. No other estate planning book on the market addresses international issues, how to plan for blended families, how and why community property matters in an estate plan, or how to pass low property taxes on to your children. Written by an estate planning attorney with more than 15 years of experience, complex issues are explained in clear and concise language with lots of examples based on real life stories.
  every californian's guide to estate planning: Nolo's Guide to Estate Planning Liza Hanks, 2024-11-01 Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Nolo's Guide to Estate Planning show you how to protect your loved ones from legal hassles and financial uncertainty after your death. Learn about: wills and living trusts avoiding probate bypass (AB) trusts leaving property to children and naming guardians estate, gift, and inheritance taxes strategies for business owners health care directives, and financial powers of attorney. Nolo’s Guide to Estate Planning replaces Nolo’s long-standing bestseller Plan Your Estate and is completely updated and refreshed for today’s reader. Applies in all U.S. states except Louisiana.
  every californian's guide to estate planning: Every Californian's Guide To Estate Planning Liza W. Hanks, 2022-01-01 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. details inside.
  every californian's guide to estate planning: The Mom's Guide to Wills & Estate Planning Liza Hanks, Liza Weiman Hanks, 2009 Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.
  every californian's guide to estate planning: Make Your Own Living Trust Denis Clifford, 2021-03-30 A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.
  every californian's guide to estate planning: The Complete Guide to Planning Your Estate in California Linda C. Ashar, Sandy Ann Baker, 2010 Synopsis: What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Michigan will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Michigan residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Michigan -specific information is offered throughout this book, including: Michigan's probate code; Michigan rules, regulations, and laws specific to estate planning; elements of a valid Michigan will; planning your living will in Michigan; explanations of Michigan laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Michigan residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.
  every californian's guide to estate planning: The Executor's Guide Mary Randolph, 2004
  every californian's guide to estate planning: Understanding Living Trusts Vickie Schumacher, Jim Schumacher, 1990 Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
  every californian's guide to estate planning: Ethics for Trustees Jane B. Lorenz, Marguerite C. Lorenz, 2011-05-03 Written by two longtime Professional Fiduciaries, Ethics for Trustees, A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). Review by an experienced Trusts and Estates Attorney: Ethics for Trustees is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library. Meredith G. Alcock Trusts and estates attorney www.aalapc.com Review by an Independent Financial Advisor: Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee. Troy B. Daum, CFP Principal Wealth Analytics www.WealthAnalytics.com The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing todays Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.
  every californian's guide to estate planning: Saving the Family Cottage Stuart Hollander, Rose Hollander, David S. Fry, 2017-03-27 Estate planning for family cottages and cabins When family members inherit a vacation home together, problems are often unavoidable, given that the new co-owners may have different financial circumstances or emotional attachments to the family cottage or cabin. But you can head off damaging family squabbles by developing a legal structure (typically an LLC) to take care of the business of ownership. Whether you’re planning to pass on a cottage to your children, or you’ve inherited a cabin with your siblings, Saving the Family Cottage provides practical, legal solutions for preserving a beloved family property for generations to come. You’ll learn how to: keep the peace (and avoid fights) among siblings over jointly-owned property prevent a family member from forcing a sale of the cottage or cabin keep your vacation home out of the hands of in-laws and creditors, and make a smooth transition from one generation’s ownership to the next. The fifth edition is updated to reflect current tax laws, including state property tax laws which affect choice of legal entity. It also includes an expanded discussion of legal issues when renting a family cottage or cabin on Airbnb, VRBO, or similar rental services.
  every californian's guide to estate planning: Eight Steps to a Proper Florida Trust and Estate Plan Alan S. Gassman, 2015-12-16
  every californian's guide to estate planning: New Jersey Estate Planning, Will Drafting and Estate Administration Forms Alvin C. Martin, Robert D. Borteck, Richard Sanders, 1993-01
  every californian's guide to estate planning: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
  every californian's guide to estate planning: Suze Orman's Protection Portfolio Suze Orman, 2002 Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.
  every californian's guide to estate planning: Texas Estate Planning Dianne Reis, 2005-02 Texas Estate Planning.
  every californian's guide to estate planning: The California Probate Paralegal Dianna L. Noyes, 2014 The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration. This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm. The book is written for all levels - students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal. PowerPoint slides are available upon adoption. Sample slides from the full 30-slide presentation are available to view here. Email bhall@cap-press.com for more information.
  every californian's guide to estate planning: Guidebook to Murder Lynn Cahoon, 2014-04 In the gentle coastal town of South Cove, California, all Jill Gardner wants is to keep her store--Coffee, Books, and More--open and running. So why is she caught up in the business of murder? When Jill's elderly friend, Miss Emily, calls in a fit of pique, she already knows the city council is trying to force Emily to sell her dilapidated old house. But Emily's gumption goes for naught when she dies unexpectedly and leaves the house to Jill--along with all of her problems. . .and her enemies. Convinced her friend was murdered, Jill is finding the list of suspects longer than the list of repairs needed on the house. But Jill is determined to uncover the culprit--especially if it gets her closer to South Cove's finest, Detective Greg King. Problem is, the killer knows she's on the case--and is determined to close the book on Jill permanently. . .
  every californian's guide to estate planning: Estate Planning Is Dead! Reed Scott, 2017-10-02 Death and taxes are what most people are planning for in traditional estate plans, but this type of planning does nothing to protect your family from the things that are actually destroying America's wealth and health. Learn why modern estate planning is more about asset protection than ever before. With this book you'll discover how to protect: * Your assets from devastating healthcare costs! * Your estate from changes in the tax law! * Yourself and your spouse from predators! * Your family from remarriages and divorces! * Your grandchildren from losing their inheritance!
  every californian's guide to estate planning: The Alpha Living Trust Kit Kermit Burton, 1992
  every californian's guide to estate planning: The Trustee's Guide to Trust Administration in California Brenda Geiger, 2019-05
  every californian's guide to estate planning: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money.
  every californian's guide to estate planning: Tax, Estate & Financial Planning for the Elderly Michael Gilfix, Rebecca C. Morgan, David English, H. Amos Goodall (Jr.), 2019
  every californian's guide to estate planning: The Busy Family's Guide to Estate Planning Liza Weiman Hanks, 2007 Protect your family in 10 simple steps!
  every californian's guide to estate planning: Savvy Estate Planning James L. Cunningham Jr., 2017-09-19 Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You'll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There's even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.
  every californian's guide to estate planning: California Living Trusts and Wills Harold I. Boucher, 1999-07 Its the only sure thing in life and Harold I. Boucher's comprehensive book helps Californians prepare for it. An essential tool, California Living Trusts and Wills covers everything readers need to know before they see an estate-planning lawyer, including how, why and when to use one, and how to choose the best one for their needs. The best and easiest way to prepare for the inevitable, this book helps readers feel secure that their final directives will be followed. Straightforward, concise and clearly written for everyday people and professionals alike, it offers the most priceless commodity of all: peace of mind. Vital information includes: -- Overview of living trusts and wills -- Fill-in-the-blanks California Statutory Will -- Durable powers of attorney -- California Medical Association's Durable Power of Attorney for Health Care Decisions -- Explanation of your right to make decisions about medical treatment -- California Natural Death Act Declarations -- Estate-planning questionnaire -- How to choose an estate-planning attorney
  every californian's guide to estate planning: IRAs, 401(k)s & Other Retirement Plans John C. Suttle, 2006 IRAs, 401(k)s & Other Retirement Plans helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print. It covers the different types of retirement plans -- including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities -- and the taxes and penalties that can deplete your nest egg.
  every californian's guide to estate planning: California Trust Practice John A. Hartog, George R. Dirkes, 1998 1 Volume; Looseleaf; updated annually.
  every californian's guide to estate planning: We The People's Guide to Estate Planning Ira Distenfield, Linda Distenfield, 2005-04-29 WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.
  every californian's guide to estate planning: Create Your Legacy , 2014
  every californian's guide to estate planning: Your California Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for California Residents Linda C. Ashar, 2014-12-30
  every californian's guide to estate planning: California State Bar Journal , 1979
  every californian's guide to estate planning: How to Change Your Name in California David V. Loeb, David Wayne Brown, 1998 Divorce, complicated spelling, tricky pronunciation, personal preference--any of these may convince you that it's time for a new name. But juggling more than one name can create confusion with government agencies, delays at the bank, and hassles in your personal life.
  every californian's guide to estate planning: How to Probate an Estate in California Lisa Fialco, 2023-03-03 If you need to wrap up the affairs of a deceased family member or friend in California, you can save big on attorney fees by handling many aspects of the probate process yourself. How to Probate an Estate in California is the only book that provides forms, tips, and step-by-step instructions for settling a loved one's estate—all written in plain English. You might even be able to handle the whole process without hiring a lawyer or setting foot in the courthouse. With this easy-to-follow guide, you'll learn how to: read a will determine who inherits property if there is no will handle probate paperwork collect life insurance and other benefits transfer community property to a surviving spouse or domestic partner pay bills and taxes, and distribute property left through trusts. Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate—and save money in the process. Why pay a lawyer tens of thousands of dollars to probate an estate when you can do much of it on your own? This new edition includes important updates on California’s small estate procedures, California Proposition 19, and federal estate taxes, as well as fresh insights from an experienced probate attorney practicing in California.
  every californian's guide to estate planning: How to Probate an Estate in California Julia Nissley, Lisa Fialco, 2021-03-30 This book provides all of the forms, instructions, guidance, and tips you'll need to probate a simple estate in California. And even if you hire a lawyer to help, this book will give you a solid understanding of the process and allow you to do much of the work yourself.
  every californian's guide to estate planning: California Legal Forms , 2006
  every californian's guide to estate planning: California Southland , 1918
  every californian's guide to estate planning: Probate and Settle an Estate in California Douglas E Godbe, John J Talamo, 2007-03-01 Easiest-to-use probate guide in California. Probate and Settle an Estate in California provides you with the answers to common questions regarding the probate process. It contains all of the information you need to understand the various options you have, and to quickly and easily settle an estate.
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professional’s license or expertise) may limit the liability of the seller and the real estate broker(s)/agent(s) when making required disclosures. The overall intention is to provide …

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The Ins and Outs of Distributing an Estate in California www.schomerlawgroup.com 9 About the Author Scott P. Schomer is a graduate of Boston University School of Law and is a frequent …

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