What is a memorandum?
A memorandum is a document that can be used with a will or living trust to leave specific property to certain loved ones. If you are going to create a memorandum, do it right!
Articles about Create a Trust
What should I consider when creating a living trust to benefit minor children?
Knowing what should be considered when creating a living trust to benefit minor children is important. Read here for more information.
Potential income tax issues to be aware of when implementing an estate plan?
Income tax issues can be a headache when implementing an estate plan or trust administration. Continue reading here to be prepared.
What is Planning You Can Trust?
Planning You Can Trust is an all-inclusive team approach where our clients receive comprehensive planning for wealth, tax, and estate needs available.
What is the amount of money that can avoid probate in California?
Many people want to know the amount of money that can avoid probate, but this is sometimes tricky. How things are held in title does matter.
What is the California Independent Administration of Estates Act (IAEA)?
California Independent Administration of Estates Act (IAEA) grants the representative of an estate authority to act without prior court approval.