estate planning
Am I an Executor or a Trustee?
Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary
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.
California estate planning requires an understanding of estate, gift, capital gains, and property taxes.
Your older parent may need help with her finances and living trust estate plan.
Why banks struggle to accept durable powers of attorney
Naming primary and contingent beneficiaries of your IRA is an essential part of your estate plan
Financial Advisors are the secret sauce that makes your estate plan work