If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
5 Federal Taxes That Impact Estate Planning
read more
Asset Protection
FAFSA Guideline Change Aids Grandparents in Funding Kid’s Education
FAFSA Guideline Change Aids Grandparents in Funding Kid’s Education Many grandparents enjoy the chance to help their...
Creditor Access to Irrevocable Trusts in California
In California, creditors have limited access to irrevocable trusts because the trust creators cede all control of...
Will I Get A Bill as My Inheritance?
“Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is...
Did Robert Redford Have a Business Exit Plan?
“Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in...
What is Considered Community Property in California Inheritance Law?
California is a community property state. How will you know what is considered community property in California...
Estate Planning During COVID: Smart Documents to Update
What are some documents you should update as part of your estate planning during Covid? You might be surprised. The...
Is It Easy to Change My Home’s Title from Tenants in Common to Joint Tenants?
“Usually, when you make a simple change in the title from tenants in common to joint tenants, the taxing authorities...
How Can I Protect Assets from Creditors?
“Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future...
Let’s make sure
the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
