We frequently hear about the importance of estate planning, but a shockingly large number of people do not understand...
What is an Estate and Why Everyone Has One
read more
Blog
Estate Planning Financial Documents to Prioritize Now
Estate planning often involves a deep dive into an individual’s finances. And many financial accounts – especially...
What Is Ancillary Probate and How To Avoid It
Probate is the name for the legal process of determining how a person’s possessions are divided when they pass away....
What is Intestate Succession in California?
Intestate succession is the term to describe the process for handling an individual’s estate when that person dies...
Excess Exemption -Spousal Lifetime Access Trust
A Spousal Lifetime Access Trust (SLAT) is a popular type of irrevocable trust used during the estate planning process....
Potential Changes to Estate Tax Law in 2021
This article describes two possible tax law changes currently being considered by Congress. The likely impact on...
Estate Planning for Non-U.S. Citizens
With more than 45 million foreign-born individuals within its borders, the United States has more immigrants than any...
Ensure That Your U.S. & U.K. Wills Don’t Override One Another
International estate planning can be incredibly complex. Factors such as dual citizenship, domiciliary status, the...
Estate Planning Trust Options: GRATs & SLATs
As a result of the pandemic, the global economy and US tax conditions have resulted in unprecedented estate planning...
How Do I Create a Letter of Last Instruction?
A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last...
What Estate Planning Documents Should I Have When I Retire?
"Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.”...
Estate Value Based on Stock Prices
Stocks can be passed down to beneficiaries similar to any other asset that is a part of the decedent’s estate plan....
Let’s make sure
the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
