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Every Californian's Guide To Estate Planning: Wills, Trust & Everything Else Paperback – January 30, 2024

4.5 4.5 out of 5 stars 157 ratings
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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. 

Read more Read less
Previous page
  1. Print length
    368 pages
  2. Language
    English
  3. Publisher
    NOLO
  4. Publication date
    January 30, 2024
  5. Dimensions
    7 x 0.75 x 9 inches
  6. ISBN-10
    1413331459
  7. ISBN-13
    978-1413331455
  8. See all details
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Editorial Reviews

About the Author

Liza Hanks is an attorney, writer, and speaker with a passion for making legal concepts clear and accessible to everyone. She doesn’t think estate planning is or should be boring. After working with hundreds of families over 17 years, she knows that at its core, estate planning is about giving to the people and organizations that you love most. When done right, Liza knows that estate planning can be life affirming, positive and even… interesting.
Liza is a partner at GCA Law Partners LLP in Mountain View, California, where she practices estate planning, trust administration, and probate law. She is a certified specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization and taught Estate Planning and Taxation at Santa Clara University Law School as an adjunct lecturer. She is a graduate of Stanford Law School, a former magazine editor, and the mother of two children (neither of whom has any interest in becoming an attorney). She has been featured in numerous national publications including The New York Times, the Wall Street Journal, and USA Today. She’s also the author of The Trustee's Legal Companion (with Attorney Carol Elias Zolla). Visit Liza’s blog and podcast at www.lizahanks.com. Visit Liza’s Estate Planning Blog for Nolo, Ask Liza: Everyday Estate Planning, at http://blog.nolo.com/estateplanning/

Product details

  • Publisher ‏ : ‎ NOLO; Fourth edition (January 30, 2024)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 368 pages
  • ISBN-10 ‏ : ‎ 1413331459
  • ISBN-13 ‏ : ‎ 978-1413331455
  • Item Weight ‏ : ‎ 1.2 pounds
  • Dimensions ‏ : ‎ 7 x 0.75 x 9 inches
  • Customer Reviews:
    4.5 4.5 out of 5 stars 157 ratings

About the author

Follow authors to get new release updates, plus improved recommendations.
Liza Weiman Hanks

Liza Weiman Hanks

Brief content visible, double tap to read full content.
Full content visible, double tap to read brief content.

Liza Hanks is an attorney, writer, and speaker with a passion for making legal concepts clear and accessible to everyone. She doesn’t think estate planning is or should be boring. After working with hundreds of families over 17 years, she knows that at its core, estate planning is about giving to the people and organizations that you love most. When done right, Liza knows that estate planning can be life affirming, positive and even… interesting.

Liza is a partner at GCA Law Partners LLP in Mountain View,

California, where she practices estate planning, trust administration,

and probate law. She is a certified specialist in Estate Planning,

Trust and Probate Law by the State Bar of California Board of Legal

Specialization and taught Estate Planning and Taxation at Santa

Clara University Law School as an adjunct lecturer.

She is a graduate of Stanford Law School, a former magazine editor,

and the mother of two children (neither of whom has any interest in becoming an

attorney). She has been featured in numerous national publications including The New York Times, the Wall Street Journal, and USA Today. She’s also the author of The Trustee’s Legal Companion (with Attorney Carol Elias Zolla). Visit Liza’s blog and podcast at www.lizahanks.com. Visit Liza’s Estate Planning Blog for Nolo, AskLiza: Everyday Estate Planning, at http://blog.nolo.com/estateplanning/

Customer reviews

4.5 out of 5 stars
4.5 out of 5
157 global ratings

Top reviews from the United States

jj magoo
5.0 out of 5 stars Everything you need.
Reviewed in the United States on April 3, 2024
Verified Purchase
Contains everything I need plus websites for forms and additional information.
One person found this helpful
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Cecilia Rams
5.0 out of 5 stars Very complete and easy to read
Reviewed in the United States on March 13, 2024
Verified Purchase
Very comprehensive book and really easy to read , the author makes it quite entertaining and goes to the point . Fully recommend
2 people found this helpful
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Frequent Flyer
4.0 out of 5 stars Very thorough
Reviewed in the United States on August 18, 2023
Verified Purchase
You may have to dig through for answers, but very well written!
One person found this helpful
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mikemac9
5.0 out of 5 stars very informative
Reviewed in the United States on April 7, 2021
Verified Purchase
We recently did an estate plan (trust, will, advance care directive) in CA and prior to meeting with the attorney I read this book. It was great preparation for making best use of the time with the attorney, to understand what the options and rules are in advance and to have time to think about what to request.
8 people found this helpful
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Tells it like it is
5.0 out of 5 stars Great fo making you own Will/Trust if you live in CA.
Reviewed in the United States on March 7, 2021
Verified Purchase
Very detailed, comes with online printable work sheets.If you want the actual software to fill out and print your Will/Trust, you need to get Quicken Will/Trust, 2021, it comes with the CD that query you to fill out. The Quicken book that comes with the CD covers all 50 states so it's not specific to CA.
I bought both.
11 people found this helpful
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Judy Hagberg
5.0 out of 5 stars Informative
Reviewed in the United States on March 26, 2022
Verified Purchase
This book was very informative about estate planning in California. Laymen definitions that helped us make the right decisions. Very helpful.
5 people found this helpful
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ComRat
5.0 out of 5 stars Just What I Was Looking For
Reviewed in the United States on January 17, 2021
Verified Purchase
So glad that I purchased this book. It was just what I wanted. Author gives great advice, examples, and explains everything clearly.
4 people found this helpful
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Joseph T.
5.0 out of 5 stars All Good
Reviewed in the United States on November 29, 2021
Verified Purchase
Good price. Fast shipping. Item as described.
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