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.