Navigating A/B Trusts and Disclaimer Trusts in Estate Planning: A Guide for California Couples For married couples in California aiming to protect their assets and reduce estate taxes, A/B trusts and disclaimer trusts offer two distinct paths in estate planning. Both approaches leverage federal estate tax exemptions, yet they differ significantly in structure, flexibility, and…
Whether you’re a first-time homeowner or you’ve been through the process before, owning a home is a significant milestone that requires careful planning to ensure you’re well-prepared for the future. Below are three key things to consider for safeguarding your home and your loved ones. 1. Update Your Address If you’ve recently moved, it’s crucial…
As a homeowner in California, your property is likely one of your most valuable assets. It represents stability, comfort, and security for you and your family. However, have you considered how you can best protect this asset for the future? Establishing a trust can be an excellent way to ensure your home remains safe and…
The Slayer Statute: A Spooky Twist on Estate Planning for Halloween Halloween is the perfect time for spooky tales of ghouls, ghosts, and… estate planning? While it may not sound as thrilling as a haunted house, there’s one eerie legal provision that deserves the spotlight this season: California’s Slayer Statute. Think of it as the ultimate…
Speaker Series: Savannah Hall (Neptune Society of Northern California) In our most recent Speaker Series, Savannah Hall from the Neptune Society of Northern California provided an insightful and thought-provoking discussion on pre-planning and funeral arrangements, emphasizing the importance of having difficult yet necessary conversations about the end of life. Key Takeaways from the Presentation: Legal…
Creating a Family Travel Fund Within Your Estate Plan Have you ever wished you had the opportunity to travel when you were younger but didn’t have the funds? Travel can be a wonderful experience, opening doors to new cultures, memories, and life lessons, but it’s often expensive. If travel is a priority for you, there’s…
Why Setting Up a Trust Should Be a Priority: Addressing Common Concerns About Time and Cost with Kaminski Law Group At Kaminski Law Group, we often hear from individuals who know they need to establish a trust but find themselves delaying the process due to two main concerns: time and cost. Life gets busy, and…
Is the Debt of a Decedent Attributed to the Spouse in California? When a loved one passes away, the emotional toll can be overwhelming. Unfortunately, the financial implications can also be significant, particularly when it comes to the debt left behind by the deceased. In California, understanding how a decedent’s debt is attributed to the…
Can You Change Your Beneficiary Designations After Being Served with Divorce Paperwork in California? A Crucial Aspect of Estate Planning Navigating the complexities of divorce can be overwhelming, especially when it intersects with estate planning. One common question that arises during this challenging time is whether you can change your beneficiary designations after being served…
Understanding the Differences Between Revocable and Irrevocable Trusts in California When it comes to estate planning in California, deciding between a revocable trust and an irrevocable trust depends on the specific needs and goals of the settlor. Each type of trust serves different purposes and offers unique benefits. Here, we will explore the key differences…
