Death of a Spouse in California: What Actually Happens to Your Assets Under the Law By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: death of spouse California, surviving spouse rights California, California intestate succession, community property death California Quick Answer: What Happens to My Assets When … Read More
Marriage and Estate Planning in California: Why “Our Assets” Doesn’t Mean What You Think By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California community property estate planning, marriage estate planning Sacramento, separate property vs community property, transmutation California Quick Answer: If I Am Married in California, … Read More
Premarital Agreements and Estate Planning in California: Why Your Prenup and Trust Must Work Together By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California prenuptial agreement estate planning, prenup trust California, premarital agreement Sacramento, blended family prenup California Quick Answer: Should I Rely on a California … Read More
Estate Planning and Family Law in California: Why Your Trust or Will Can Fail If You Ignore This Connection By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California estate planning family law, divorce estate planning California, blended family trust California, community property estate planning Sacramento Quick … Read More
Long-Term Trust Administration in California: The Hidden Risks That Can Cost Families Thousands By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: long-term trust administration California, trustee duties California, estate planning Sacramento, California trust administration, trustee responsibilities California Quick Answer: Is Being a Trustee in California Really … Read More
Modifying or Ending a Trust in California: Why It Is Harder Than You Think and Mistakes Can Be Costly By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: modify trust California, revoke trust California, California trust termination, estate planning Sacramento, irrevocable trust California Quick Answer: Can I … Read More
Trust Assets in California Estate Planning: The Hidden Risks That Can Completely Change Your Outcome By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California irrevocable trust, estate planning Sacramento, trust assets California, funding a trust California, asset titling trust California Quick Answer: Is Creating … Read More
Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire If You Get It Wrong By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California QPRT, Qualified Personal Residence Trust California, estate planning Sacramento, irrevocable trust California, reduce estate taxes California Quick Answer: … Read More
Dynasty Trusts in California: How to Protect Family Wealth for Generations Without Accidentally Breaking It By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California dynasty trust, estate planning Sacramento, irrevocable trust California, generational wealth planning California Quick Answer: Should I Set Up a Dynasty … Read More
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California Quick Answer: Should I Leave Money Directly to My Disabled Child? No. Under California and federal law, a direct inheritance can immediately disqualify a disabled … Read More