Inheritance Planning for High Net-Worth Individuals
Inheritance planning is a crucial step in overall estate planning for high net-worth individuals.
How Can You Gift Money to Your Beneficiaries?
Which options are available to gift money to beneficiaries?
The Importance of Multi-Generational Planning
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!
California’s Proposition 19 and Property Taxes
The recently passed Proposition 19 has major implications for property taxes and beneficiaries.
Is Inheritance Taxable in California?
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!
Inheritance Basics: What to Do with Inheritance Money
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.
When to use a Special Needs Trust?
Is it wise to leave a retirement account to a beneficiary who receives disability assistance? Simply put, the answer is no. Learn when using a special needs trust is applicable.
Estate Planning Essentials: Executor’s Checklist
Estate Planning Essential: Surviving Spouse
Estate Planning Essential: Inheritor’s Checklist
Is Your Estate Arranged So Your Family Can Rest in Peace?
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.
IRA Beneficiary Designation May Not Be So Simple
Poor beneficiary planning can lead to unintended consequences for you and your loved ones. Learn how to avoid mistakes in designating an IRA beneficiary.