estate planning
California Estate Planning Taxes
California estate planning requires an understanding of estate, gift, capital gains, and property taxes.
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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.
true estate case
A Few Hours Will Change Your Family's Life
You love your family and you've worked so hard. Don't let it end badly.
true estate case
Don't Let Your Dad Marry Your Sister
Elder abuse by marriage? The strange case of California State Senator Ralph Dills
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