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May 2017 Archives

Writing a letter of final wishes

A person in California who is preparing an estate plan might also want to consider writing something known as a letter of final wishes. This is a document that addresses all the aspects of an estate plan that wills, powers of attorney, health care proxies and other documents cannot. An LFW might discuss a testator's reasons for making certain estate planning decisions and more.

How to handle changes to the estate tax

If the federal estate tax is repealed, it may have implications for the estate plans of California residents . At the very least, it may be a reason to review any existing estate plan documents that an individual may have. To account for estate taxes, some have chosen to create exemption trusts that hold the exemption amount or generation-skipping trusts to take advantage of that exemption as well.

The importance of estate planning

It is important for Californians to consider how they want to handle their estates and then to make certain that they have the proper tools in place. If you are thinking about your own estate plan, it is important that you understand the different types of documents that may best protect your interests and those of your family.

Being a fiduciary

California residents who have been designated as an executor of an estate have been given significant responsibilities in the handling of a decedent's assets. There are certain steps that they have to take to ensure that they administer the assets according to the decedent's wishes.

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