Estate Planning
Estate Planning: Testamentary Trusts or Living Trusts
Estate planning is a critical aspect of financial security and legacy preservation, especially for affluent...
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Estate Planning Mistakes: The Risks of Adding Your Kids to
Are you thinking of adding your children to the title of your home as part...
Read More >Why and When You Should Update Your Estate Plan?
As you've built a successful life over the years, accumulating assets, investments, and wealth, it's...
Read More >The See-Through Trust: A Wise Choice for Affluent Californians Over
As affluent Californians aged 50 and above, planning for your financial future and legacy is...
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Estate Planning Strategies When Selling Your Business in California
Congratulations! You have built your business to the level of success that someone is willing...
Read More >Unraveling the Mystery: What Is a Beneficiary Defective Inheritance Trust
Estate planning can be complex, especially when it comes to maximizing benefits and minimizing tax...
Read More >How to Leave Your Assets to YOUR People – Not
So… this happens more often than you’d think. You make – or inherit – money....
Read More >Consider These Wealth Transfer Strategies in an Election Year
With a push by the Democratic party to return federal estate taxes to their historic...
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Four Ways to Heal a Family and Elevate Your Legacy
Editor’s Note: This short article is Part 2 of a two-part series. At the end...
Read More >How Family Conflict Can Make or Break Your Personal Legacy
Editor’s Note: This short article is Part 1 of a two-part series. At the end...
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