Every Californian's Guide To Estate Planning
eBook - PDF

Every Californian's Guide To Estate Planning

Wills, Trust & Everything Else

  1. 368 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF

Every Californian's Guide To Estate Planning

Wills, Trust & Everything Else

About this book

Finally, an Estate Planning Guide for Californians

Every Californian's Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like:

  • how community property rules affect inheritance and taxes
  • how to minimize capital gains for those inheriting high value real estate
  • legal and tax rules that apply to non-citizens and U.S. permanent residents
  • important issues for international guardians, trustees, and executors
  • how to understand the impact of "Prop 19, " and make sure your heirs don't lose a low ("Prop 13") property tax rate, and
  • how to avoid California's slow and expensive probate system through options such as transfer-on-death deeds.

With Downloadable Worksheets

Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.

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Yes, you can access Every Californian's Guide To Estate Planning by Liza W. Hanks in PDF and/or ePUB format, as well as other popular books in Law & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
NOLO
Year
2024
Print ISBN
9781413331455
eBook ISBN
9781413331462
Edition
4
Topic
Law
Index
Law

Table of contents

  1. Cover
  2. Title Page
  3. Table of Contents
  4. Introduction: What’s So Special About Estate Planning in California?
  5. 1. What’s in an Estate Plan and Why Do You Need One?
  6. 2. Wills
  7. 3. Living Trusts
  8. 4. Estate Planning and Your Minor Children: Choosing a Guardian
  9. 5. Leaving Money to Children
  10. 6. Estate Planning Across Borders
  11. 7. Yours, Mine, and Ours: Estate Planning for Blended Families
  12. 8. Estate Planning and Property Tax: What You Need to Know
  13. 9. Death and Taxes: Income, Gift, and Estate Taxes
  14. 10. Naming the Right Beneficiaries: Retirement and Life Insurance
  15. 11. Advance Health Care Directives & Powers of Attorney for Finances
  16. 12. Managing Your Plan and Keeping It Current
  17. 13. Finding a Lawyer and Help Beyond the Book
  18. Appendix: How to Use the Downloadable Forms on the Nolo Website
  19. Index
  20. Book Registration