California Last Will Testament

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...

When Should I Change My Beneficiary?

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...

The Importance of Tax Planning

“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...