When Is the Last Time You Reviewed Your Beneficiaries?

When Is the Last Time You Reviewed Your Beneficiaries

Who are the beneficiaries of your financial accounts, retirement funds, and assets? One crucial step in creating a will or trust is to choose the heirs who will receive the value of these funds after you are gone. Therefore, knowing your beneficiaries is an essential step of the estate planning process. Once the legal documentation […]

Why We Feel All California Home Owners Should Have a Trust

Why We Feel All California Home Owners Should Have a Trust

As a homeowner, protecting the value of your property and ensuring that the equity can be passed along to your heirs in the future may be important to you. Therefore, you should consider putting the house into a trust as part of your financial planning strategy. Regardless of your age or financial situation, we recommend […]