On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | Jul 5, 2019 | Estate Planning
Individuals who live or own property in California may want to avoid going through probate. Certain assets can avoid the probate process by placing a transfer on death, or TOD, designation on them. Bank accounts, the deed to a house and other assets typically qualify...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | Jun 20, 2019 | Estate Planning
In California and across the United States, women need to know how to access data regarding their financial accounts. This knowledge is especially important if a husband passes away. A woman should have access to her husband’s online passwords, usernames and...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | Jun 4, 2019 | Estate Planning
For many successful people in California, passing on a legacy to their family members and loved ones is an important goal. However, there are many pieces to a complete estate plan, especially when significant assets are involved. By planning for the future, people can...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | May 20, 2019 | Estate Planning
Raising children and dealing with family drama can be hard for anyone in California. However, it can be even more complicated in families that have a significant amount of wealth. Parents or grandparents typically have to contend with the fact that each heir has...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | May 10, 2019 | Estate Planning
California is one of the states that has adopted the Revised Uniform Fiduciary Access to Digital Assets Act. Under this law, if a website has a digital tool that allows a person to specify what happens to the account in case of the person’s death, this is the...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | Apr 22, 2019 | Estate Planning
Some California parents may assume that a will is sufficient for passing assets to their children, but there may be some good reasons to consider a trust. A trust is a very different instrument. While a will only takes effect on a person’s death, a person may...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | Apr 8, 2019 | Estate Planning
It’s a good first step for someone in California wishing to protect assets or provide for future generations to have an estate plan in place. However, if an existing plan is not updated or being regularly reviewed, there may be gaps or instances where current...
On behalf of Barulich Dugoni & Suttmann Law Group, Inc. | Mar 25, 2019 | Estate Planning
When people in California pass away, they will often name an executor in their will. In other cases, the probate court may appoint the representative. However, death does not put an end to tax obligations. Instead, it leads to the need for a new tax assessment of the...
