The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

SACRAMENTO, CA, November 29, 2022 /24-7PressRelease/ — Putting one’s affairs in order can be a complicated business, particularly if multiple sources of income and properties are involved. Many ...

A living trust is a powerful estate planning tool, but it only works if you take a few critical steps after signing. Unfortunately, too many Idaho families skip these steps — and their loved ones end ...

This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts and beneficiaries while cautioning against its pitfalls.

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

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So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...