estate planning
The #1 Reason People Don't Do Estate Planning
Estate planning does not have to be complicated. We make it simple.
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estate planning (3)
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 Help Your Parent as She Gets Older
Your older parent may need help with her finances and living trust estate plan.
estate planning
Banks Don't Like Durable Powers of Attorney
Why banks struggle to accept durable powers of attorney
estate planning
How to Name Your IRA Beneficiaries
Naming primary and contingent beneficiaries of your IRA is an essential part of your estate plan
estate planning
Why You Need a Financial Advisor for Estate Planning
Financial Advisors are the secret sauce that makes your estate plan work
estate planning
Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA
Maximize your IRA for your children with a Charitable Remainder Trust