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Estate Planning

What’s the Best Way to Simplify an Estate?

July 26, 2024

Have a clear road map for your estate so your heirs don't drown in paperwork and probate after your death.

Estate Planning

5 Estate Planning Myths That Could Cost You Big Time

July 24, 2024

Having a plan in place ensures that your finances and health care are handled by someone you trust.

Estate Planning

The Importance of Revocable Trusts in Estate Planning

July 22, 2024

Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.

Estate Planning

What If You Don’t Have Anyone to Be an Executor for Your Will?

July 19, 2024

There are options for people who don’t have family—or don’t want their family—to handle their affairs.

Estate Planning

Spring Cleaning the Business of Your Life

July 17, 2024

Spring can be a good time to organize your financial life—right up there with summer, fall and winter.

Estate Planning

Don't Wait for Surgery or Health Crisis to Create an Estate Plan in Los Angeles

July 15, 2024

Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.

Estate Planning

How Long Does It Take to Distribute Assets and Close an Estate?

July 12, 2024

Understanding estate administration makes it easier to honor the wishes of your deceased loved one.

Estate Planning

Smart Estate Planning In 13 Steps

July 10, 2024

Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.

Estate Planning

Top Estate Planning Mistakes to Avoid

July 8, 2024

So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.