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Key Considerations for Preparing a Family Legacy Plan

  Over the next 20 years, $30 trillion dollars could be transferred from the current generation to the next, making now a critical time for advisors to discuss multigenerational planning with high net worth clients. Along with planning for the financial...

How to Set Up a California Pet Trust with Teeth

Many pet owners are concerned about how their pets will be cared for after the owner dies or becomes incapacitated.  Existing estate plans can be easily modified to at least partially address this problem.  A client’s durable power of attorney and/or revocable living...

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