There are multiple ways that you can pass on assets to your loved ones. Some may be more complex than…
There are multiple ways that you can pass on assets to your loved ones. Some may be more complex than…
As you plan ahead towards retirement, it’s important to consider your beneficiary structure. Whether you’re passing assets through trusts, wills,…
In California, like many other states, every estate must go through at least some court procedures. This typically includes the…
There are many benefits to having frank and honest conversations with your spouse or partner about your financial situation. When…
When you add or dispose of certain assets, this may require an update in your estate plan. This includes opening…
Not every asset that you own will be considered as part of your probate estate. Your probate estate includes assets…
You have the right to choose what who will receive your assets when you pass away, including your retirement account.…
The simplest way to pass on an asset is to give it directly, but this doesn’t always make the most…
There are many different decisions you’ll encounter when thinking about structuring ownership of your assets. These are all very important…
If you’re concerned about the possibility of someone being able to tap into your personal assets, you may need to…
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