Description

Every Californian's Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children--with a special focus on issues unique to California, like:

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• 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
• how to choose a guardian for your minor children and why you should do so
• how to understand California's rules for property tax reassessments and determine whether your children can inherit your 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.