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Effective Strategies for Tax minimization: Gifting, charitable donations, and more
Apr 10, 2024
Effective Strategies for Tax Minimization: Gifting, Charitable Donations, and More
An estate plan o...
Importance of updating your estate plan: Life events that trigger a review
Mar 10, 2024
Importance of Updating Your Estate Plan: Life Events That Trigger A Review
Major life events such a...
What Should California Residents Know About Incorporating Charitable Giving into Their Estate Plans?
Feb 10, 2024
What Should California Residents Know About Incorporating Charitable Giving into Their Estate Plans?...
How Do Recent Changes in California’s Trust Laws Impact Your Existing Estate Plan?
Jan 05, 2024
How Do Recent Changes in California’s Trust Laws Impact Your Existing Estate Plan?
A trust is a l...
Conservatorships in California: An Essential Resource for Families
Nov 02, 2023
When a loved one starts feeling the effects of aging or becomes partially incapacitated due to an ac...
The Annual Reporting Requirements for Special Needs Trusts
Nov 01, 2023
Special Needs Trusts are important estate planning tools for families and individuals with disabilit...
Assets and Income: What Can Be Placed in a Special Needs Trust?
Oct 31, 2023
Special needs trusts (SNTs) are specifically designed to provide financial security to individuals w...