The Internet is full of websites that sell downloads and worksheets that will produce generic... [Read more...]
Tuning Up Your Estate Plan
If you have already established your estate plan, congratulations! You have done something that will... [Read more...]
What Is the Difference Between a Conservatorship and a Power of Attorney?
Statistics indicate that a significant percentage of elders become unable to make sound decisions at... [Read more...]
What Is a Pour-Over Will?
A pour-over will is a type of will that you would want to include in... [Read more...]
What Is the Difference Between Estate Planning and Legacy Planning?
You can address some responsibilities in very basic ways to minimally cover your bases, and... [Read more...]
What Is a First Party Special Needs Trust?
People with special needs are typically enrolled in the Medicaid program. This is a government... [Read more...]
Long Term Care Planning After the Onset of Dementia
For most people, the realization that a parent is showing early signs of dementia or... [Read more...]
How to Save for your Kids (or Grandkids) College Education
Saving for college and saving on taxes can be accomplished thanks to Education Savings Accounts,... [Read more...]
Estate Planning with IRAs: Traditional v. Roth
Most folks know that an IRA can provide you with a financial underpinning during your... [Read more...]
Free Report: Charitable Gifting in California Through Your Estate Plan
A charitable gift annuity also offers benefits to the donor as well as to a... [Read more...]
What Is a Grantor Retained Annuity Trust?
There are various different strategies that can be implemented to mitigate gift and estate tax... [Read more...]
Free Report: What is a Will and How Does It Work in Northern California?
A will, also called a last will and testament, is a specific type of legal... [Read more...]
