Understanding the intricacies of retirement accounts and probate is important when doing estate planning. In California, the question of whether retirement accounts need to go through probate is a common concern. Probate is the legal process through which the court...
Month: December 2023
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When can someone contest a will during probate?
When a loved one passes away, dealing with the legalities of their estate can be a challenging process. One disruptive aspect that may arise is the contesting of a will during probate. Probate is the legal procedure that oversees the distribution of a deceased...
3 tax benefits of estate planning
In the realm of financial planning, understanding the strategic advantages of estate planning can be a game-changer for individuals and families alike. Beyond the emotional reassurance it provides, a well-thought-out estate plan can also yield significant tax...