Month: September 2021

Estate planning assigns your personal assets to certain beneficiaries and inheritors. Your privacy in California, however, isn’t established solely by having an estate. Holding high-worth assets in your portfolio often calls for privacy. Keeping the exact worth of...

Some California residents write a will, stick it in a drawer and forget about it, but the truth is that estate planning is a process. Whenever you have a major life event, it's a good time to revisit your estate plan. The birth of a child, marriage or divorce will all...