Month: January 2020

Estate Planning Checklist for 2020

If you have not yet gotten started preparing estate plans, or if you have not updated your already-existing estate plans in recent years, now is the perfect time to do so. There are some basic things to consider as you begin (or update) your estate plans. Prior to...

Gifts and Estate Planning

One aspect of estate planning that many people may be able to use to their advantage, particularly when it comes to taxes, is gifting. When it comes to gifts and estate planning, there are laws and rules in place both federally and in the state of California.If you...