Estate Planning

Estate Planning

What Is a Family Limited Partnership, and Do You Need One?
Estate Planning

What Is a Family Limited Partnership, and Do You Need One?

A Family Limited Partnership (FLP) is an advanced estate planning strategy that families often use to manage and protect their assets while also minimizing their tax liabilities. Understanding the intricacies of FLPs, how they function, their impact on estate planning and administration, and

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Gift Tax in California: What You Need to Know
Estate Planning

Gift Tax in California: What You Need to Know

Gift taxes play a significant role in estate planning by influencing how and when assets are transferred to beneficiaries. California, like many states, does not impose a state-level gift tax. However, residents and those transferring assets within the state must still navigate the

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Using Trusts for Charitable Giving in Your Estate
Estate Planning

Using Trusts for Charitable Giving in Your Estate

Estate planning is not just about passing on your assets to loved ones; it’s also an opportunity to leave a lasting legacy through charitable giving. One effective and flexible tool for incorporating philanthropy into your estate plan is the trust. Trusts provide a

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Why start estate planning early?

If you have children, own a California home or have a retirement account, it’s in your best interest to have an estate plan. In fact, it may be a good idea to have an estate plan even if you don’t have any assets.

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Is a revocable trust right for you in California?

If you have been looking into estate planning in California, you may have come across a revocable trust. Many financial advisors and attorneys suggest that this is one of the most powerful tools you need whether or not you have assets and beneficiaries.

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