Marriage marks the beginning of a new journey, and as you merge your lives, it’s the perfect time to establish an...
Estate Planning for Newlyweds: Building Your Future Together
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Estate Planning for Newlyweds
As you embark on the exciting journey of married life, now is an ideal time to consider creating an estate plan....
5 Common Mistakes to Avoid When Including Pets in Your Estate Plan
Including your pets in your estate plan is a thoughtful way to ensure their well-being after you pass away. However,...
IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025
The IRS has revealed that, starting in 2025, inflation adjustments will bring significant increases to the annual gift...
Why Cinderella’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Cinderella. Central to the story is the relationship between Cinderella and...
New Resource Booklet: Creating Your Health Care Directive
Every adult over the age of 18 who is of sound mind should consider creating an Advance Health Care Directive...
Red Flags When Hiring a Professional Trustee
Having a Reliable Trustee Is Vital When you create a trust, you need to consider who will run the trust if you become...
Leave Your Retirement Account to Your Minor Child
When it comes to passing on your assets, your retirement savings account is likely one of the largest items to...
Choosing a Non-U.S. Citizen to Be Guardian
The thought of not being able to see to the care and upbringing of your children is a painful one. That pain could be...
5 Federal Taxes That Impact Estate Planning
If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
Non-Grantor Trusts and Income Taxes
Trusts are some of the most useful tools available to help you build a legacy of wealth and protect assets. In...
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
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and everyone you love.
for everything you own
and everyone you love.
