- Helping you plan for your family's tomorrow at every stage of your life.
After reading my last blog post, a friend pointed out that you can only understand the benefits of a living trust if you know about the process of probate, and why you would want to avoid going through it. Probate … Continue reading
This post was prompted by a question a good friend asked me. He is in his mid-30’s with a wife, two kids, a house, and a modest retirement account. My friend asked me if it was true that for anyone … Continue reading
There are some people in California who would grumble about the Federal estate tax, but all California residents should be thankful that the State of California phased out its State estate tax in 2005. Unlike California, seventeen states and the … Continue reading