Estate Planning California, Retirement and Trusts

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In the state of California, a carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to the children and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor and trustee to invest and manage the assets of your estate. This section contains the basics of estate planning, covering diverse topics from living trusts to charitable gifts.

Basics

Getting Started

Trusts

Wills

Investment

Insurance

Family

Gifts

Retirement

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IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.

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