A Letter to My Dad's Financial Planner
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
It may be more difficult and riskier than simply using a living trust.
Avoid these estate planning mistakes to protect your family and assets.
When your parent is no longer mentally competent, it's too late for their estate planning.
To keep the good vibes with your family legacy, don't drop a bomb on your estate plan.
Discover why using an estate planning attorney is crucial for securing your financial and family legacy.
Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary
Estate planning does not have to be complicated. We make it simple.
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.