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3.8% Medicare Tax

Bob Keebler, the well known CPA, recently posted about the new 3.8% Medicare tax. Rather than getting your tax news from Facebook or while standing by the water cooler at work how about letting me give you the basics about this hotly discussed tax. Bob posted, “For tax years beginning after 2012, new Internal Revenue […]

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Options for the Surviving Spouse

Spousal property petitions are tools that are used by surviving spouses or surviving domestic partners to transfer the title of the decedent’s assets from the decedent to the spouse or partner. It is cheaper and less complex than probate, which is why many people will find it advantageous.  If the decedent died with a will […]

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Michael Jackson’s Estate Expresses Concern for Kids

Very informative article in the Sacramento Bee regarding Michael Jackson’s estate expressing concern for the family due to the bitter disputes that are on-going.  What a mess this one is!  Here’s the link.

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Small Estates Law in California

In 2012, the law in the state of California changed regarding small estates. Currently, California Probate Code §13100-§13116, the Small Estates Law, says that if the value of the decedent’s estate at the time of death is less than $150,000.00, the estate does not have to go through probate. An affidavit is signed which is […]

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5 Common Errors in California Probate Cases

There are dozens of errors that people make when they do not have a highly experienced California probate attorney handling their case. Here are five common ones to avoid: 1) Failing to file the will within 30 days – by law the will is required to be filed with the Court within 30 days of […]

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Transferring Cars After Death in California

Transferring cars, boats and other vehicles after death is really easy in California. The California Department of Motor Vehicles (DMV) has some very simple forms to use. In most cases you do not need a probate lawyer and can do it yourself.  There are a few different types of transfers to consider after death: 1) […]

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Estate Planning in the Hospital

If you are reading this you are either in the hospital or you have a loved one in the hospital. I am sorry for your situation.  We do make hospital visits to help people set up or improve their estate plans.  However, please note it is imperative that the person is not heavily medicated and […]

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August 2012 AFR Rates Released

This from Leimberg.com, which is a great financial and estate planning resource, the latest AFR rates: For a complete history of AFRs and 7520 Rates and for information on NumberCruncher Estate and Financial Planning Software, go to http://www.leimberg.com

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Community Property in California

California is a community property state, a distinction that may have significant estate planning consequences for couples who live here. When dealing with specifics assets, the first thing that must be determined is the classification of the property, whether it is community or separate. According to California Family Code § 760, community property is everything […]

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Legal Fees for Trust Funding After Death in California

Generally speaking one of the main reasons people get trusts is to REDUCE ATTORNEY FEES AFTER DEATH.  Yes, there are other benefits to a trust but this is one of the main reasons.  People want to avoid probate.  Sure probate takes 7 months minimum but beyond that it is costly… and most of that cost […]

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