Preserving Your Family’s Legacy: Estate Planning for Treasured Artworks in California
I received a phone call from an old friend recently who had recently lost his wife to cancer. She had just turned 60 and was
I received a phone call from an old friend recently who had recently lost his wife to cancer. She had just turned 60 and was
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and massive real estate portfolio.
After the 2022 midterms, the estate of late songwriter Tom Petty tweeted a statement that condemned the use of Petty’s 1989 hit “I Won’t Back Down” in one failed gubernatorial campaign.
Non-probate assets are those assets which do not go into an estate when the owner dies.
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
My father recently passed away and we discovered he had a large credit card debt on a card in his name. My mother wasn’t aware of it. All assets are in both of their names. Is my mother liable for the credit card debt?
It’s never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life’s unexpected twists and turns.