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 ...
How to Help Your Parent as She Gets Older
As your mother of father get older, they may need your help.
A Few Hours Will Change Your Family's Life
Having an updated estate plan is fundamental to being a serious and caring human, but a surprising number of humans ...
Don't Let Your Dad Marry Your Sister
California law makes it difficult for a caregiver to become the beneficiary of an elderly person's estate. In a ...
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:
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 ...