Bethel Law Blog

Explore expert tips and legal insights on California estate planning, trusts, and probate law.

Andrew Bethel Andrew Bethel

Estate Planning in Blended Families: What Happens When There's No Will?

Explore the complexities of probate law and property rights in blended marriages with a focus on California's Probate Code Section 6401. This article provides a detailed analysis of how assets are distributed among surviving spouses and children in the absence of a will, highlighting the importance of proactive estate planning.

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Andrew Bethel Andrew Bethel

Mastering Will Execution in California: A Guide to Doing It Right

Explore the key aspects of correctly executing a Will in California with Bethel Law's comprehensive guide. Learn about the importance of witnesses, their functions, the selection criteria for witnesses, and the role of executors in estate management. This article provides essential advice and best practices to ensure your estate planning aligns with legal requirements and truly reflects your wishes.

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Andrew Bethel Andrew Bethel

IRS Rule Change: Is Your Trust at Risk?

Explore the impact of the IRS Revenue Ruling 2023-2 on estate planning and irrevocable trusts in our latest blog post. Attorney Andrew Bethel from Bethel Law delves into the intricacies of this ruling, offering valuable insights for families and individuals relying on these trusts for asset protection and tax benefits. Understand the key changes and how they may affect your estate planning strategies.

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Andrew Bethel Andrew Bethel

Safeguard Your IRA: The Power of Trusts in Estate Planning

Explore the complexities of IRA beneficiary designations and creditor protection in estate planning. This detailed guide by Bethel Law offers insights into using trusts, particularly Irrevocable IRA Trusts, for asset protection and flexibility. Understand the legal context and specific use cases to make informed decisions for your estate.

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Andrew Bethel Andrew Bethel

Legacy of Giving: Charitable Inclusions in Estate Planning

Explore the intersections of charitable giving and estate planning in our detailed article. Discover traditional methods and innovative approaches, including revocable living trusts and specialized charitable trusts. Learn about the Inland Empire Ronald McDonald House and how your legacy can continue to support vital community causes.

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Andrew Bethel Andrew Bethel

The Complete Guide to Trust Funding: What You Need to Know

Explore the intricacies of Crummey Trusts with Bethel Law and learn how they can benefit your estate planning through tax-efficient gifting. This comprehensive guide covers everything from the basics of trusts to the strategic use of Crummey Notices for maximizing your annual gift tax exclusion.

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Andrew Bethel Andrew Bethel

The Law NOBODY is Telling You About | Corporate Transparency Act

Explore our detailed guide on the Corporate Transparency Act (CTA), outlining its impact on small businesses, beneficial ownership requirements, compliance deadlines, and the significance of adhering to these new regulations for corporations, LLCs, and LLPs.

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