Estate planning affects your finances, your health and your family. As such, you can never know too much about the law. While it is unreasonable to task yourself with learning everything about estate planning, it is wise to learn as much as possible. For those in San...
Month: October 2021
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How do you choose an executor for your estate?
You’ve done the responsible thing and gotten your estate plan in order -- except for one major decision: You still have to choose an executor. You’ve tossed several different ideas, including your oldest adult child, your youngest sibling and your best friend....
A brief on generational wealth planning
With a proper estate plan, your family wealth can last for generations to come. After all, that is why you work so hard - to ensure that your family and future generations are better off after you are gone. Contrary to popular belief, generational wealth planning is...