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Which options are available to gift money to beneficiaries?

Multi-generation planning helps to make sure your family is taken care of! Learn more about how to plan for your family's future with help from Chatterton!

The recently passed Proposition 19 has major implications for property taxes and beneficiaries.

If you recently inherited money you are probably wondering what your next steps are? Find out if your inheritance is taxable in the state of California!

Not sure what to do with inheritance money? From small to large inheritances, learn the basics about how inheritances work and what you should do with them.

With the SECURE Act comes major changes to retirement and savings plans. Learn how the new law will affect you and your loved ones’ financial future.

For the families of those with loved ones who have special needs, financial and estate planning can be of critical importance. Learn how a Chartered Special Needs Consultant® can help.

Avoiding these eight common estate planning mistakes can help make life easier for those who survive you.

Establishing an estate plan specific to your individual circumstances will help streamline the settlement of your estate and ensure that your intentions come to fruition after your passing.

The role of an executor that has to close out an estate must be taken seriously as the IRS can come after the executor personally for tax underpayments should this not be handled properly. Make sure to file the following tax returns when closing an estate.