When you own a business, you need to include it in your estate plan. Not including it means that the business could be passed on to a beneficiary that you didn't designate after your death. It could be sold or run in a way that you would not have approved of.When...
Month: September 2019
Categories
- Annual and Lifetime Gift Tax Exclusions (7)
- Business (9)
- Conservatorships (2)
- Español (3)
- Estate Planning (170)
- Joint Tenancy (3)
- Q&A (182)
- Succession Plan (4)
- Title and Deeds (24)
- Trust And Estate Administration (61)
Recent Posts
- Q: Is there any way my kids can avoid probate if I DON’T use a living trust to transfer my home?
- Q: My child will be 18 soon, but I do not feel like he is ready to manage an inheritance well if my spouse and I pass unexpectedly in the near future. How can this be addressed in our estate plan?
- Q: Do I still “own” my house if there is a mortgage on it?
- Q: Does a revocable transfer on death deed (“TOD Deed”) only need to be notarized to be valid in California?
- My spouse and I have been married for many years, and I am out of gift ideas for Valentine’s Day. Any suggestions?