Estate planning encompasses various tools and strategies to manage and distribute an individual's assets after death. One lesser-known but effective tool in this process is a Totten trust, sometimes referred to as a payable-on-death account. This instrument allows for...
Month: August 2023
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Tips for storing and preserving your estate planning documents
A comprehensive estate plan is undeniably essential for you and your heirs. Like most people, you probably spent a lot of time considering how to structure your plan. Now that you have an estate plan that meets your needs, you want to ensure it remains safe and...
Should you discuss your will with your heirs?
Creating a will is very important. By setting aside time and resources to create a will, you are taking proactive steps to safeguard your legacy and loved ones’ future. Without a will, California intestacy laws would swing into action to determine what should happen...