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...
Month: January 2020
Common Estate Planning Mistakes and How to Avoid Making Them
When you decide to get started with estate planning, it is essential that you familiarize yourself with the most common mistakes typically made in estate planning to make sure that you do not end up making the same ones. You will want to get things done right the...
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...
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