Top 3 Considerations When Creating an Estate Plan
Top 3 Considerations When Creating an Estate Plan Estate planning is a critical process that can safeguard your assets, provide for your loved ones, and ensure that your final wishes are respected. As estate planning laws and regulations continue to evolve in California, it’s essential to consider the following top three needs when creating an […]
The Gift Clock is Ticking
The Gift Clock is Ticking: Tax Changes to Expect in 2026 Federal tax laws are changing on January 1, 2026. What does this mean? It means the amount that you can give away without gift or estate tax will be cut in half. With that in mind, here’s what you need to know… CHANGES IN […]
Choosing A Trustee? Make Sure They Exhibit These Characteristics
Choosing A Trustee? Make Sure They Exhibit These Characteristics Choosing a Trustee can be a difficult and challenging task. If you are choosing a Trustee, here are some characteristics you may want to consider that will help assure your wishes and the closing of your estate are executed properly. A Trustee is a person named […]
What You Don’t Know About Being A Trustee Can Hurt You: Understanding What It Means To Be A Trustee
What You Don’t Know About Being A Trustee Can Hurt You: Understanding What It Means To Be A Trustee You may be flattered when your aging parents, or other relatives, ask you to serve as the Trustee of their estate. While it’s gratifying that they have such confidence in you, know what’s involved – and […]
