Latest News About Estate Planning

Thinking about how to start off the New Year responsibly? Take control of your personal

Many people are unaware that a holiday gift splurge may actually be even more expensive

The death of a loved one is a difficult time. The administration of the Estate

The 2021 Federal Estate Exemption is $11.7 million dollars for individuals and $23.4 million dollars

Similar to a Financial Power of Attorney, a Medical Power of Attorney, sometimes referred to

A Financial Power of Attorney, sometimes referred to as a Durable Power of Attorney, is

A pour-over will accompanies a revocable living trust in a well-crafted estate planning portfolio. The

Probate is a lengthy and expensive process that is governed by the California Probate Code,

A Grantor Retained Annuity Trust (“GRAT”) is an irrevocable trust that is used to allow