Estate Planning
Estate planning is about providing a blueprint and authority to help your loved ones deal with your incapacity or death. Proper estate planning can spare your loved ones from dealing with the costs, frustrations, and delays in managing your affairs.
Read MoreAdvanced Tax Planning
The estate tax is entirely avoidable. Only people who fail to plan will pay estate taxes. There are many strategies available to minimize your exposure to the estate tax.
Read MoreWills
Wills can be powerful estate planning tools when properly drafted. Many people do not realize that Wills can be used for much more than just distributing your property.
Read MoreLiving Trusts
Trusts are invaluable and diverse estate planning tools. They benefit people of all asset levels, not just multi-millionaires. Trusts are ...
Read MoreSpecial Needs Planning
The estate planning process can make provisions for family members with special needs. Typically, the special needs arise from a ...
Read MoreMedi-Cal Planning
As we grow older, medical care becomes more important. At some point, most people will require some form of long-term ...
Read MorePlanning for Children
Minor children are the most important part of a young family, more important than the property or financial assets. Unfortunately, ...
Read MorePet Trusts
Pets provide years of dedicated companionship. But have you ever considered what would happen to your pets if you became ...
Read MorePlanning for High Net Worth Individuals
Affluent families have particular need for advanced estate planning techniques. Failure to engage in high net worth estate planning means ...
Read MorePlanning for Unmarried Couples
Not every family begins with a marriage. Many couples choose to remain unmarried for a variety of personal and legal ...
Read MorePlanning for Young Families
Many young families put off estate planning. They believe that simply because they are young, healthy, and don’t have a ...
Read MoreBusiness Succession Planning
Business succession planning is essential for the business owner. No business can survive without a capable leader and manager. Sudden ...
Read MoreProbate and Estate Administration
When a loved one passes, their estate often passes through the court-managed probate process. The assets of the loved one ...
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