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A Trust Protects Your Beneficiaries

A trust protects your beneficiaries and ensures they receive your gifts in the best way for their unique circumstances.  Your children, extended family and friends, causes and institutions receive your gift directly or "in trust."  Many beneficiaries receive the assets you've assigned to them free and clear from all oversight...

The Impact of Estate Planning Upon Your Retirement and Passing

What is the impact of estate planning upon your retirement and passing as well as the children, heirs and beneficiaries who will accompany you along the way?  Why do most Californians delay one of the most important aspects of home ownership and parenting?  Let's begin with the first question.  What...