English | 2022 | ISBN: 1413329373 | 369 pages | True PDF EPUB | 24.84 MB
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 taxeshow to minimize capital gains for those inheriting high value real estatelegal and tax rules that apply to non-citizens and U.S. permanent residentsimportant issues for international guardians, trustees, and executorshow to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, andhow 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. details inside.
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