On behalf of WealthPLAN, PC | Apr 30, 2020 | Estate Planning
California residents create an estate plan. Unfortunately, many simply let it sit after that point. They do not change it. They do not understand that you must keep your estate plan updated. Today we will look at times when most people decide to update their estate...
On behalf of WealthPLAN, PC | Apr 21, 2020 | Estate Planning
Perhaps one or more of your children have proven themselves to be less than responsible when handling and spending money. If so, you may wish to consider establishing a generation-skipping trust to not only protect them against themselves, but also to protect the...
On behalf of WealthPLAN, PC | Apr 2, 2020 | Estate Planning
The sheer number of digital assets you own in your personal computer, phone, data cloud, tablet, hard drive and emails may seem daunting to organize. However, digital assets are an important part of your estate plan. Some assets may contain great value that your...
