estate planning (2)

estate planning

Am I an Executor or a Trustee?

Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary

estate planning

California No Contest Clause

California courts may not always enforce a no contest clause, but a no contest clause can still be an effective way to block a lawsuit.

estate planning

California Estate Planning Taxes

California estate planning requires an understanding of estate, gift, capital gains, and property taxes.

estate planning

How to Name Your IRA Beneficiaries

Naming primary and contingent beneficiaries of your IRA is an essential part of your estate plan

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