California Probate Code 13100 was recently revised to increase from $100,000 to $150,000 the size of a California estate (excluding real property) that can be collected without probate court administration. The size of a decedent’s California real property that can be transferred without probate has been increased to $50,000. (Probate Code section 13200). If you are … Continue reading California Probate Limit Changes for Avoiding Probate
This video discusses the initial conference for a living trust estate plan:
For 2011 income tax returns and moving forward, taxpayers with foreign assets should be concerned with new reporting requirements on their 1040, as discussed by the IRS at http://www.irs.gov/irs/article/0,,id=251216,00.html
What should you put in your bank safe deposit box? Who should have access to your safe deposit box? As for contents of the safe deposit box: 1. All original estate planning documents, including your trust and will and amendments thereto and powers of attorney. 2. Bonds and stock certificates. 3. Gold and silver. 4. … Continue reading What should you put in your safe deposit box? Who should have access to your safe deposit box?