What Is the Build Back Better Act and What Are Its Potential Implications for Your California Estate Plan?

Build Back Better Act & California Estate Plan | California Probate and Trust, PC

The House Ways and Means Committee agreed to the tax provisions of the $3.5 trillion Build Back Better Act (BBBA) on September 15, 2021. If you’ve been following the political news, you may be wondering how this legislative act might affect you—and especially your estate plan. At California Probate and Trust, PC in Fair Oaks,…

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California Probate and Trust, PC Releases 5 Critical Steps to Take When Medicare Runs Out

5 Critical Steps to Take When Medicare Runs Out | Oaks, CA 95628

R. Dustin MacFarlane, Estate Planning and Elder Law Attorney, and Founder of the Fair Oaks California-based law firm, California Probate and Trust, PC, has released a guide designed to help children of elderly parents deal with Medicare. Entitled, The Five Critical Steps to Take When Mom’s Medicare Runs Out, it takes readers through a step-by-step…

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Four Key Elements in California Estate Planning

four key elements in california estate planning

When potential clients begin to discuss estate planning, we attorneys often hear similar concerns repeatedly. They do not want to burden family members who may provide care, especially in a serious illness. They do not want the government to control their real estate or personal property when they die. They want to make sure the…

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5 Benefits of a Living Trust in California

5 Benefits of a Living Trust in California | California Probate and Trust, PC

Are you looking for ways to maximize your estate planning and ensure that you have a comprehensive plan in place? Plenty of people in California turn to the benefits provided by a living trust to accomplish these goals. A living trust attorney can help you decide how to start your living trust and give you…

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