Tag Archive: Probate

Adding Multiple Beneficiaries to Your Retirement Accounts

Awhile back I posted about adding beneficiaries to your bank accounts as part of your overall estate plan. This allows the money in those accounts to go directly to the person(s) you've selected, without having to go through the probate process. The Tax Guy (Bill Bischoff) over at Smart Money wrote an article ...

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It Might Be Cheaper to Create an Estate Plan

My  fellow SoCal attorneys over at the California Estate Planning Blog wrote about the increased filing costs in Los Angeles County. Their example considers a common situation: If you are married, own a home and have a minor child -- the following could very ...

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