What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The ...
Divorce Protection and Lawsuit Protection for Your Family
Living Trust with Lifetime Protection Trusts
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Estate Planning Checklist for California Residents
Estate planning is a critical part of ...
How Does High Net Worth Estate Planning Work?
If you have a high net worth estate, your estate plan ...
Do I Need an Estate Plan?
All adult humans need some level of estate plan.
No More Stretch-Out IRA: The Secure Act Changed the Rules
The Ten-Year Rule Replaces the Life Expectancy Stretch-Out
The primary feature of a ...
Living Trust Administration Basics
If your parent passes away, there are things you will need to do, even if he or she has a living trust. But not ...
How to Choose a Guardian and Trustee
If you have young children, you need to choose a guardian and successor trustee. Your guardian is the person who ...
California Proposition 19
In November 2020, Californians approved Proposition 19, with most voters not knowing the repercussions. Prop 19 was ...