Blog Posts in 2014

  • California Last Will & Testament

    || 29-Dec-2014

    What is a last will and testament? Your last will and testament, otherwise known as a will is a legal document where you give specific instructions that are to be carried out after your death. For example, you can direct the distribution of your furnishings and prized collections, and you can name guardians for your minor children. You may change your will at any time during your life, however, it ...
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  • When Should I Change My Beneficiary?

    || 15-Dec-2014

    As estate planning attorneys, we know that beneficiary designations play a key role in the estate planning process. A beneficiary is a person or a legal entity who is entitled to receive proceeds from a trust, retirement account, life insurance policy, transfer on death account, or an estate. A beneficiary can be one or more individuals or organizations, such as a church or charity. Beneficiary ...
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  • The Importance of Tax Planning

    || 1-Dec-2014

    "Tax planning" is a commonly used term, but it is not well understood. Tax planning is the fine art of arranging your affairs in ways that would postpone or avoid taxes altogether. When you employ effective tax planning strategies, you have more money to save or invest, or both. In other terms, tax planning means either deferring or avoiding taxes by taking full advantage of the ...
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