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!

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.