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Prince in the news

Prince’s Estate and Probate

Dustin Macfarlane discusses the outcome of the famous pop singer’s (Prince) estate and how much money his heirs will not be receiving because he didn’t have an estate plan. He will dive into how a simple estate plan could have protected the singer’s money and provided a much larger inheritance. Full Transcript from California Probate…

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What is the difference between an irrevocable trust and a revocable trust?

When you create an estate plan, you have the option to include a revocable trust. Also known as a living trust, this document allows you to choose how your assets are distributed upon death. You can retain control of the trust while you are alive and even make changes if you wish. A revocable trust…

5 Reasons Why You Need An Estate Plan

5 Reasons Why You Need An Estate Plan

Do you think estate planning is only for the rich? If so, you’re not alone. Many people have a misconception that estate planning is for people who own five houses, have millions of dollars in the bank, make two-million dollars per year, and fly to exotic locations worldwide on a whim. 

Are You A Millennial? Talk to Your Parents About Estate Planning

It’s Time to Talk to Your Parents About Estate Planning

We’re all familiar with Millennials’ stereotype as self-absorbed, spoiled children who can’t seem to get their lives in order. But the truth is, Millennials have matured into responsible adults and productive citizens, with many approaching their (gasp!) forties.

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Filing Final Tax Returns for the Deceased

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape taxation. If the departed family member earned taxable income during the year in which they died, then federal taxes may be…

Issues to Consider When Gifting to Grandchildren

Many grandparents who are financially stable love the idea of making gifts to their grandchildren. However, they are usually not aware of the myriad of issues that surround what they may consider to be a simple gift. If you are considering making a significant gift to a grandchild, you should consult with an estate planning…

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Retirement Accounts and Estate Planning

For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred retirement accounts, such as 401(k) and 403(b) accounts and traditional IRAs. (Roth IRAs are not tax-deferred accounts and are therefore treated differently). One of the primary goals of any estate…

Reasons to Engage in Estate Planning

When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71, according to survey data — lack any type of estate plan. Although managing these details can seem daunting, and even depressing,…

Caring for the Caregivers

If you’re one of 43 million Americans caring for an aging relative, you know firsthand the physical and emotional pressures that accompany being the sole chauffer, cook, and physical therapist for an ailing person. A caretaker’s life can often revolve around medical appointments and medicine dosages. But what about the caretaker? Who takes care of…

Changing Beneficiaries in a Revocable Trust After Death

Q: My mother’s Revocable Trust states that her estate must be divided between her four adult children. She has now died, and each should receive about $150,000. The problem is one of my brothers is now disabled and is receiving SSI and Medi-Cal. If he receives this inheritance, it will disqualify him from his benefits…

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