Estate Planning in Calabasas

We all know that we cannot escape death. Knowing that someday we will pass on, separates us humans from the animal kingdom. Dying isn’t something we need to dwell on, but it is something we need to prepare for. Estate planning is something that can be done at any age, but postponing it puts undue …. Read More

What happens to your estate when you die?

What happens to your soul once your body ceases to function is a philosophical question, but your body is either buried or cremated.  The end. But what about all your assets? You know – your stuff? Those things go to the living you leave behind and how you prepare for your final moment determines where …. Read More

Wealthy Clintons Use Trusts to Limit Estate Tax They Back

Bill and Hillary Clinton have long supported an estate tax to prevent the U.S. from being dominated by inherited wealth. That doesn’t mean they want to pay it. To reduce the tax pinch, the Clintons are using financial planning strategies befitting the top 1 percent of U.S. households in wealth. These moves, common among multimillionaires, …. Read More

Despite Obvious Intent, A Will Isn’t Changed Until It Is

An unusual case from another part of the country provides a reminder to our California readers that an estate plan is not complete until you sign it. Unless your will, trust, or other documents have been finalized, it can be very difficult for your wishes to be carried out.

Estate Planning Is A Good Idea At Any Age

People in Los Angeles often associate estate planning with being middle-aged or older. In a sense, this is natural. We associate wills, trusts, medical directives and so on with dying, which hopefully will not happen to us for many decades. But in truth, estate planning can be a good idea at any age. That is because …. Read More

Don’t Forget To Create A Long Term Care Plan

Though many working adults in Los Angeles look forward to retirement, they may prefer not to think about what will happen as they age and their health declines. But there are important decisions that you can make right now that can make your golden years as comfortable and affordable as possible. Most of us can …. Read More