What is better: To Give during Life or at Death? Planning for the transfer of wealth is a nuanced task, involving careful consideration of various
Estate planning is a critical aspect of ensuring your assets are distributed as per your wishes and that your loved ones are protected after your
The simultaneous death of a couple or other persons who stand to inherit from each other can cause problems. The California Probate Code has relevant
Many people believe that asset protection trusts can magically shield all of their assets from creditors or legal judgments. In fact, estate planners rarely speak
Estate planning is an essential part of financial management that often gets overlooked until it’s too late. It is a comprehensive process that involves planning
This blog post discusses the use of Lifetime Income/Power of Appointment Trusts in estate planning, especially in light of potential reductions in the estate tax
We don’t spam! No more than five mailings per year.
