Who Needs an Estate Plan?
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
What happens if you don’t prepare an estate plan? The state of California has a default plan for you.
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
If you have a high net worth estate, your estate plan may need more than a revocable living trust. The goal of a revocable living trust estate plan...
In our California estate planning practice it doesn’t mean just one or two documents, it means a package of documents to protect you and your family.