Tired of Paying Taxes on Your RMDs?
A Qualified Charitable Distribution (QCD) is a tax-efficient way to fulfill your required minimum distribution (RMD) ...
Avoid Surprises in Your Estate Plan
"I have this dream my ...
Why You Need an Estate Planning Attorney
The Importance of Using an Estate Planning Attorney for Your Financial Legacy
Estate planning often goes ...
Am I an Executor or a Trustee?
Many of our new clients think the person in charge of a living trust is called Executor. That's not quite right. ...
The #1 Reason People Don't Do Estate Planning
Our firm has been doing estate planning for over 28 years. Over that time, we have learned that the #1 reason people ...
Protect Your Children's Inheritance from Divorce
When you design your living trust, you will have two options for how you want your children to receive their ...
Make Sure Your Parents Have an Updated Living Trust
Estate planning is often overlooked or put off until it's too late. When it comes to ensuring the financial security ...
What If I Don't Have an Estate Plan?
If you reside in California and pass away without an estate plan (a will or living trust), your estate will be ...
California Estate Planning Taxes
Our clients often ask us about estate taxes. They want to know how they can set up their living trust estate plan to ...