Banks Don't Like Durable Powers of Attorney
Durable Powers of Attorney are important documents in a California estate plan. They are used when someone is no ...
A Great Estate Plan Can't Fix a Broken Family
A thoughtful and well written living trust estate plan can do a lot of things:
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How to Name Your IRA Beneficiaries
Make sure you correctly name the beneficiaries of your IRA so your estate plan will work and your trust ...
Why You Need a Financial Advisor for Estate Planning
Financial advisors are very valuable to help you invest and manage your money and retirement plans. But financial ...
Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA
With the advent of the SECURE Act, leaving your IRA to your children is not as great as it used to be.
What Does a California Estate Plan Cost?
What is an estate plan? It could be a few handwritten pages stating who gets your assets when you die. It ...
California Property Tax
If you are a California homeowner, you've probably heard about Proposition 13. In 1978, California voters ...
Estate Planning for Busy People
We get it. Thinking about finally doing your estate planning sounds like a big hassle.
Take Charge of Your Estate Planning
You've worked hard for decades to make a good life for you and your family. You should be in no mood to see your ...