Tired of Paying Taxes on Your RMDs?
Using a Qualified Charitable Deduction will reduce your taxes and help your favorite charity.
estate planning
Avoid Surprises in Your Estate Plan
To keep the good vibes with your family legacy, don't drop a bomb on your estate plan.
estate planning
Why You Need an Estate Planning Attorney
Discover why using an estate planning attorney is crucial for securing your financial and family legacy.
estate planning
Am I an Executor or a Trustee?
Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary
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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Protect Your Children's Inheritance from Divorce
You should include asset protection trusts in your living trust to protect your children's inheritance.
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Make Sure Your Parents Have an Updated Living Trust
If your parents do not have a living trust, you will suffer the consequences. If you can, you need to encourage them to do their estate planning.
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What If I Don't Have an Estate Plan?
What Happens If I Am a California Resident and I Don't Have a Will or Living Trust?
estate planning
California Estate Planning Taxes
California estate planning requires an understanding of estate, gift, capital gains, and property taxes.