estate planning
Top Ten Estate Planning Mistakes
Discover the top ten estate planning mistakes so you can avoid them and make sure your estate plan actually works.
Blog
estate planning
Your Estate Plan Will Have a Big Impact - Choose the Good Guys
Choose beneficiaries wisely in your estate plan to make a meaningful impact. Consider close relationships to ensure your legacy benefits the right...
estate planning
The Benefits of Naming a Charity as Your IRA Beneficiary and How To Do It
Name a charity as your IRA beneficiary to maximize tax benefits and streamline trust administration. Learn how to do it effectively and avoid common...
estate planning
You Need Life Insurance
Ensure your family's financial security with life insurance. Learn why term life policies are essential for peace of mind and protecting your loved...
estate planning
Hand-Off Instructions
Create Hand-Off Instructions to guide your loved ones in managing finances and responsibilities after your passing.
estate planning
How to Avoid California Probate Without a Living Trust
Learn seven ways to avoid California probate without a living trust.
estate planning
California Estate Planning Guide
Essential California estate planning guide: Understand the importance of Wills, Trusts, and other crucial documents to protect your assets and ensure...
trust administration
Knowing These Two Things About Trust Administration Will Help You Better Design Your Living Trust
Learn the two critical aspects of trust administration to effectively design your living trust and avoid potential pitfalls with heirs and...
estate planning
Say Goodbye to the Estate Tax
The One Big Beautiful Bill increases and makes permanent the estate tax exemption. No more uncertainty. And for most people, no more estate tax.