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July 19, 2018
Guardianship Basics in California

Guardianship Basics in California

Guardianships allow one person to legally assume the responsibility of caring for another person or managing their financial assets. In California, the term guardianship refers to […]
July 31, 2018
Setting Up a College Savings Plan for Your Children

Setting Up a College Savings Plan for Your Children

You can start saving for your children’s college education using a 529 plan. 529 plans, which are named after the section of the Internal Revenue Code […]
September 6, 2018
Starting a Family? Start an Estate Plan

Starting a Family? Start an Estate Plan

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 […]
December 25, 2018
How a Marriage Affects Your Estate Plan

How a Marriage Affects Your Estate Plan

You just returned from your honeymoon, and you and your new husband or wife are filling out paperwork to change your last name. You suddenly realize […]

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