Estate Planning
Overview
Why do you need an estate plan? Here’s a look at what an estate plan covers, and why it is important that you have one — including some of the unintended and unfortunate consequences that can occur when you don’t have a proper plan in place. LEARN MORE
Life Stages
In years past, the prevailing belief was that estate planning was just for the wealthy and the elderly. However, the reality is that almost everyone over the age of 18 should have some kind of estate planning documents. What type of estate planning applies to your current stage in life? LEARN MORE
Business
Are you a business owner? If so, you may want to sell it or keep it in the family when you retire or after your death. A carefully executed estate plan can protect the business from unexpected tax liabilities as well as ensure a smooth transition when the time comes. Thinking ahead to the second-generation transfer of your business and assets… LEARN MORE
Taxes
When it comes to estate planning, it is important to find strategies for the transfer of your assets while minimizing the burden of estate taxes. What are the most tax efficient options in California… LEARN MORE
Power of Knowledge
Power of Knowledge
You have questions — we have answers. Check out our FAQs section for some of the most common ones.