Every Californian's Guide to Estate Planning: Wills, Trusts, and Everything Else - Softcover

Hanks, Liza W.

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9781413324686: Every Californian's Guide to Estate Planning: Wills, Trusts, and Everything Else

Synopsis

Finally, an Estate Planning Guide Written by and for Californians

Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, naming a guardian for children, and planning for beloved pets—with a special focus on issues unique to making an estate plan in California, like:

  • how state 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 make sure your heirs don’t lose a low 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 on Nolo.com (details inside).

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About the Author

Liza Hanks is an attorney, writer, and speaker with a passion for making legal concepts clear and accessible to everyone. She doesn't think estate planning is or should be boring.  After working with hundreds of families over 17 years, she knows that at its core, estate planning is about giving to the people and organizations that you love most. When done right, Liza knows that estate planning can be life affirming, positive and even... interesting.
Liza is a partner at GCA Law Partners LLP in Mountain View,
California, where she practices estate planning, trust administration,
and probate law. She is a certified specialist in Estate Planning,
Trust and Probate Law by the State Bar of California Board of Legal
Specialization and taught Estate Planning and Taxation at Santa
Clara University Law School as an adjunct lecturer. She is a graduate
of Stanford Law School, a former magazine editor, and the mother
of two children (neither of whom has any interest in becoming an
attorney). She has been featured in numerous national publications including The New York Times, the Wall Street Journal, and USA Today. She's also the author of The Trustee's Legal Companion (with Attorney Carol Elias Zolla).

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