Palmer Rodak & Associates
Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal SpecializationServing your Community for 19 Years
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Estate Planning and Probate Archives

What are beneficiary designations?

When it comes to your financial accounts, ensuring that beneficiary designations are accurate and up-to-date is hugely important. To this end, residents of California must know the facts when designating beneficiaries for their accounts to ensure their estate plans reflect their final wishes.

What is a probate referee?

Several responsibilities come with being named the personal representative or the executor of an estate on Oceanside, many of which you are likely not familiar with. One of these may be to appraise the value of all of the estate’s non-monetary assets. Fortunately, the probate court has resources in place to help with this process. All estates that go through probate in California must be valued by a probate referee.

Estate planning for second marriages

If you have been divorced or widowed before in California and have met a new partner that you plan to get married to, you should pay special attention to your estate plan. Remarried couples may have very unique needs and situations to address when they make their long-term estate plans, especially if either or both partners has children from prior marriages or relationships.

Irrevocable trusts, taxes and control

Many people in California do not always stop to consider the benefit of creating a solid estate plan. If you are one of those people who has committed to taking the time to put a plan in place, good for you. You and your family will have peace of mind knowing that your affairs are in order and in alignment with your wishes.

Understanding estate tax portability

People in Oceanside have likely heard for years that there are only two inevitabilities in life: death and taxes. Oddly enough, these two topics are often related. People work their entire lives to accumulate assets to pass on to their children, yet then have to face the potential of paying Uncle Sam one last time through an estate tax. Yet a lot of incorrect information exists regarding the estate tax. For example, many may not know that according to the Tax Policy Center, as recently as 2011, only one of every 500 people who died in the U.S. that year had estates that were taxable.

Reviewing the rules for intestate succession in California

Despite recommendations from experts, many in Oceanside and throughout the rest of the U.S. still avoid estate planning. The common reason that most may share for doing this is the assumption that there will always be time later in their lives to address it. However, that prevailing attitude may be the reason why Gallup reports that only 44 percent of American adults actually have a will. Those who die without a will make their estates subject to intestate succession. In this scenario, the state decides how one’s assets will be divided up amongst his or her potential heirs.

What are the key elements of a good estate plan?

If you are considering creating an estate plan in California, you should know there are certain key elements that must be included to ensure your plan is sound. Failure to include these elements can lead to heartbreak down the line, and may also leave your assets at risk.

Do I really need long-term care?

If you are planning your estate in California, you may not be considering long-term care. Many young, healthy individuals do not believe that they will be in a position where they are unable to take care of themselves, but the truth is surprising. According to the Administration on Aging, 70 percent of those who are turning 65 will need this type of assistance at some point in their lives. Another 3.6 million people under the age of 65 may need this type of care each year, meaning an accident or illness could leave you in need of long-term care at any age.

How can you reduce fights over inheritance among adult children?

If you have raised multiple children in California, you may be used to the inevitable challenges and disagreements that arise among them. Such battles may start at a young age and involve everything from who gets the better bedroom to who gets to drive the newer car, but these petty squabbles can prove far more serious if they involve your will.

Caring for family members through estate planning

When it comes to decisions about what will happen with estates after death, one of the most difficult to make is concerning the well-being of any surviving family members. Leaving behind a spouse and/or children in California can be stressful, but making smart decisions during estate planning can make the transition much easier.

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Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal Specialization

Del Mar Office
445 Marine View Ave Ste 300
Del Mar, CA 92014

Phone: 858-356-4568
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Oceanside Office
301 Mission Avenue Suite 205
Oceanside, CA 92054

Phone: 760-712-3889
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