Tips for Charitable Giving

Tips for Charitable Giving

Charitable giving is one tool people have at their disposal to support them in achieving their estate planning goals. People who have assets valued near or over the estate tax exemption can utilize charitable gifts as a way to minimize the risk of their estate owing...
What Is Incapacity Planning?

What Is Incapacity Planning?

And why is it so important? Introduction “Incapacity planning” is the process of planning how you want to have your affairs handled if you lose the ability to care for yourself. “Incapacity” is actually a legal term that is more nuanced than is relevant for our...
Estate Planning in California: An Introduction

Estate Planning in California: An Introduction

Note: When you google “what is estate planning” the top results you will see will be ads from major financial institutions such as Morgan Stanley and Wells Fargo. You’ll find that their answers typically focus on the transactional and functional aspects of estate...
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