September 11, 2018
If you have been following the news surrounding the new tax law, you may have heard the term “estate tax portability”. In short, estate tax portability […]
September 6, 2018
If you are starting a family by getting married or having children, now is a great time to start an estate plan. Estate planning can protect […]
September 4, 2018
Whether you benefited from a charity’s services in the past or you just want to pay it forward, you can incorporate charitable giving into your estate […]
August 30, 2018
The federal gift tax affects your estate plan because the amount of your lifetime gifts reduces your estate tax exemption. Your lifetime giving and your estate […]
August 28, 2018
During your lifetime, the minutia of property deeds and changing property ownership can seem like insignificant details as long as you get to use the property. […]
August 23, 2018
Choosing the right trustee for your trust takes careful consideration. The trustee will manage any assets you place in trust and will hold a position of […]
August 21, 2018
A safe deposit box is a great place to keep your valuables secure during your lifetime. Not everyone considers what will happen to the box’s contents […]
August 16, 2018
If you recently moved to California from another state, take a fresh look at your estate plan. It may be time to make some changes, whether […]
August 14, 2018
A revocable living trust allows you to access assets during your lifetime but have those assets pass outside of probate to your beneficiaries after you pass […]