Month: May 2022

Estate planning is something that every California adult should do to safeguard their assets and protect their family’s future. You should avoid making these beneficiary designation mistakes. Forgetting to name beneficiaries It’s a big mistake to forget to name...

It's never easy talking to your parents about estate planning in California, but it's a conversation that you must have. If you're not sure where to start, here's a short guide you could use. How to do it You can't just pick up your phone and talk to your parents...

One of the most difficult conversations that we have to have is with our parents about their estate plan. This can be a difficult conversation for many reasons - your parents may be reluctant to discuss death, they may not want to think about what will happen after...

Trusts may be subject to local and state taxes in addition to federal taxes. When you are estate planning, you should be aware of all tax implications of your options and choose which strategy allows the most money to go to your beneficiaries. Income tax return...