Consulting with professionals in your circle, such as a CPA, financial advisor, and estate planning attorney can help you to understand the most important issues facing your future and how to use estate planning tools and strategies to accomplish individual goals. You may have heard the term testamentary trust in the context of estate planning […]
You likely think of pets as members of your own family but does your estate planning strategy incorporate them too?…
A will is used to direct the distribution of assets to those family members and other people in your family…
It is a common question for many people just starting the asset protection planning or estate planning process in California:…
Creating a will or an estate plan is not the same thing as planning for Medicaid or for long term…
Families today face increasingly complex dynamics, meaning that you might need to bring some of this complexity over into your…
In 2021, the federal estate tax exemption is $11.58 million. This means that the vast majority of American families won’t…
A thorough estate plan requires that all of your property and assets are distributed according to your wishes after you…
Do you have questions around the process of picking a trust to use for estate planning or asset protection planning…
The annual Caring.com study is used to explore how many people have the necessary estate planning documents like a will…
