Special Needs Trusts in California

When you have a loved one with special needs, your estate plan may be more complex than a standard estate plan. Special needs trusts are something very important to individuals who have a loved one with special needs. These trusts are excellent tools that help ensure your loved one will be cared for upon your […]

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What is Charitable Planning?

If you are an individual seeking to give gifts or donate to religious institutions, schools, or other community-based organizations, you are most likely considering charitable planning. In many cases, if someone does not have sufficient funds to donate in their lifetime, they may be able to do so in their estate plan. Charitable planning is […]

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What is a Trust?

If you are in the process of drafting your will, you are most likely considering creating a trust as well. Doing so will usually help you protect your wealth from taxes and pass on as much as possible to your children. Essentially, you, the trustor, will apply third-party trustee who will help manage your assets […]

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