How Financial Planning Changes at Different Life Stages
Learn how financial planning changes at different life stages, from early career to retirement, and what to prioritize at each stage.
Estate Planning
Legacy Planning for High-Net-Worth Individuals
Legacy planning for high-net-worth individuals involves more than estate planning. Explore retirement, taxes, trusts, and wealth transfer considerations.
How to Choose Between Transfer on Death Deed or Living Trust
Deciding between a transfer of death (TOD) deed and a living trust when transferring your assets to your loved ones doesn’t have to be hard. Read more!
Why You Should Revisit Your Estate Plan Near Retirement Age
As you approach retirement age, it’s crucial to revisit your estate plan including updating your will and beneficiaries to ensure your assets are protected.
3 Key Responsibilities of a Trustee: Accounting, Taxes, and Beneficiaries
Learn why trust accounting, taxes, and beneficiary communication are vital for California trustees, and how to stay compliant and conflict-free.
How to Update Your Estate Plan After a Major Event
Learn how to update your estate plan effectively after a major life event to ensure that your assets are protected and distributed according to your wishes.
Gray Divorce: How Older Americans Should Plan Financially
The divorce rate for older Americans has increased substantially. Learn how gray divorce can affect your financial plan
What is “Inter Vivos” Giving?
Learn about inter vivos gifts and how they relate to your estate planning strategy.
8 Things You Need To Know About Taxes in Retirement in CA
Planning for retirement in California? From retirement account withdrawals to property taxes, we’ve got you covered to make the most out of your golden years.
You’ve Completed Your Estate Plan. Now What?
In order to fully utilize your estate plan, make sure to have a discussion with your wealth and tax professionals.
