Galanti & Copenhaver, Inc.
Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region

estate planning Archives

Estate Planning for Special Assets

When you begin the process of estate planning, you should make sure to include special assets in your estate plans. Special assets are assets that need special consideration because of their value, significance, or the nature of the asset itself. For some special assets, you will need to designate a special trustee. 

Estate Planning Trends for 2020

When it comes to estate planning, it is crucial to stay informed about changing laws that may affect your estate. An area of law with relatively frequent changes that can impact estate plans is tax law. Changes in tax law can have a major effect on your estate, so it is always a good idea to speak with your estate planning attorney to make adjustments to your estate plans from time to time, as needed.

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