Estate planning isn’t just about protecting your assets for future generations; it’s also an opportunity to make a lasting impact on the causes you care about. By strategically incorporating charitable giving into your estate plan, you can leave a legacy … Read More
The holidays are a time for family, friends, and the kind of cherished memories that warm your heart like a piping cup of hot chocolate. More than anything, though, this is an opportunity to connect with your loved ones and … Read More
If you are like many California residents, your home is one of your most valuable assets, and ensuring it is taken care of into your old age and passed to your loved ones efficiently is of the utmost importance. Many … Read More
Certain types of trusts can protect assets from lawsuits, which professionals at a higher risk of lawsuits commonly use. Revocable trusts, also called living trusts, cannot protect assets from a lawsuit because the trust creator still maintains property ownership in … Read More
An executor has the legal obligation to show an accounting to beneficiaries unless beneficiaries have waived the accounting. But there is more to it than that, which only adds to your stress. You have a lot on your plate right … Read More