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Finally, an Estate Planning Guide for Californians Every Californianâs Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for childrenâwith 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 âProp 19,â and make sure your heirs donât lose a low (âProp 13â) property tax rate, and how to avoid Californiaâs 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. |
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