estate planning – Page 2

April 1, 2022

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Charitable Giving and Your Estate Plan in California

Charitable giving is a great way to give back and can be immensely rewarding. To make charitable giving even more enticing, you can make it part of your legacy via your estate plan. If you are interested in exploring how charitable giving and your estate plan can go hand in […]

March 15, 2022

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Estate Planning

Estate Planning And Your Family Home

Your estate refers to your assets and properties, and the most considerable asset for many people is their family home. Therefore, estate planning and your family home should go together. Because the home is the cornerstone of a person’s estate, it is important to do the background work that will […]

March 1, 2022

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Estate Planning and Divorce in California

Divorce represents a serious transition in the life of anyone who goes through the often difficult process. What many people lose sight of along the way, however, is how intertwined estate planning and divorce can be—and often are. The legal (and emotional) complexities of divorce can divert your attention away […]

February 1, 2022

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What Are The Types of Trusts in California?

There are various types of trusts that people include in their estate planning. Countless factors play a role in which type of trust or trusts someone may choose including their financial needs, tax advantages, asset protection from creditors, whether they have children, and many more. It is often difficult for […]