Are You Familiar With Community Property Trusts?

An essential part of Estate Planning for married couples in California involving understanding basis.   Basis: Typically, this is what you paid for an asset, although it can sometimes be different for property that was given to you as a gift, rental property, or small business interests such as S Corporations or partnerships. Regardless of […]

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Do Not Forget the Smaller Digital Accounts

People are gradually beginning to understand that they need to ensure that there is a way for family members to access digital accounts after the owner passes away, at least so far as the biggest accounts are concerned, such as bank and social media accounts. However, it is often equally important to make sure that […]

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The Importance of Digital Asset Planning and Organization

If you have ever forgotten a password to a digital account, then you know how difficult it can sometimes be to retrieve it. It might require remembering how you answered a security question like “Who was your favorite teacher growing up?” Remembering how you quickly answered that question several years in the past can be […]

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Easy to Explain Estate Taxes? Not Exactly

Seems like the subject of estate taxes becomes part of every politician’s election promises, and today’s election environment is no different. Even though we are not really expecting significant changes in that area, estate taxes have changed dramatically, and some folks may still be uncertain about how those changes relate to them.

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Can I Survive Financially if I Live to be 100?

How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a shorter life. Yet research shows that behavior is more crucial than […]

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Managing the Digital Assets of the Deceased

According to a 2007 study conducted by Microsoft, the average web user has 25 online accounts ranging from social network accounts to banking and financial accounts. In America alone, nearly 72% of American adults have an online presence or use social media sites. These accounts are a part of the web that links almost everyone […]

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