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 […]
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October 16, 2018
For those with the means and the desire, setting up a foundation or a scholarship in California can be a wonderful way to give back to […]
April 8, 2023
Easter is a time of renewal, rebirth, and reflection on the blessings we have received. It is also a perfect opportunity to review and update your […]
November 28, 2023
1. Ensure your assets are properly titled in the name of your trust and that your beneficiary designations are consistent with your estate plan. Proper titling […]