Most people believe estate planning mainly focuses on what happens after they pass away. Their will instructs what happens to their assets, who should benefit from the estate and how an estate is settled. However, people have the option to decide in their will what...
Month: March 2024
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Can someone plan to avoid estate taxes in California?
Estate planning is a deeply personal process in which someone provides support for their loved ones and creates a legacy. Every testator in California has unique concerns and goals, but there are some desires that are relatively universal. For example, most testators...
Creative ways to use an incentive trust
When you set up a trust, it can be very straightforward. You may just stipulate that the money in the trust is to be used for education expenses, for example. But you can also get a bit more creative, especially if you use something like an incentive trust. This...