Checklist for Planning Your Estate This Holiday Season
The holidays are best spent with family and friends. Most people take time out of their busy schedules to spend at least a day or
The holidays are best spent with family and friends. Most people take time out of their busy schedules to spend at least a day or
While it’s never the preferred outcome, in some cases, you may find it necessary to disinherit someone when drafting your estate plan. However, there are
Estate planning and administration in California is a critical process that involves making decisions about the distribution of an individual’s assets after their death. While
Estate planning is a crucial but often challenging conversation, especially when it involves broaching the topic with aging parents. As adult children, initiating discussions about
When creating a last will and testament in California, individuals often include provisions to ensure their wishes are carried out after their passing. One such
Many people believe a solid estate plan consists of a will and possibly a trust. While that’s an excellent start, wills and trusts are far
While the term “wealth management” is comparatively new, the concept has been around for centuries. When someone puts in the time and work to build
In July 2023, California implemented a new law that will affect how all incomplete gift nongrantor trusts (INGs) will be taxed. Senate Bill 131 is
Digital natives are becoming the norm rather than the exception. Millennials, born between 1981 and 1995, are now between 27 and 42 years old. They’re
How many online accounts do you think you have? It’s probably more than you’d think. Sources vary on how many digital accounts the average American
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