Finally, an Estate Planning Guide for Californians

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:

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.