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.
Generational 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 Trump Accounts Give Children A Head Start in Retirement
When families think about saving for their children, college is often the first goal that comes to mind. But a new type of account creates an opportunity to think much further ahead – all the way to retirement.
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!
How to Introduce Your Adult Children to Your Advisor
Introduce your adult children to your financial advisor to support smoother transitions and better communication around estate, tax, and long-term planning.
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.
Tax Benefits for Grandparents Raising Grandchildren
These tax tips may help alleviate financial strain for grandparents raising their grandchildren.
What is “Inter Vivos” Giving?
Learn about inter vivos gifts and how they relate to your estate planning strategy.
Saving for Education: 529 Plans in California
Looking to fund your child or grandchild’s education? 529 plans may provide the answer.
