Five questions for financial advisors that can make or break your chances of maintaining the accounts with the next generation.
2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...
The basics of California estate planning, including living trusts, probate avoidance, trust administration and how to finally get your estate plan...
God Bless Us Every One
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
If you value your family and wishes, you need to follow the rules to amend your living trust.
Learn how to prevent your children from becoming trust fund babies by modeling wise money management and gifting during your lifetime.
Estate planning is crucial for your parents and you, and time may be running out.