estate planning
Marley Had an Up To Date and Solid Estate Plan
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
Learn why procrastinating on estate planning in California can lead to a legal and financial mess.
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.