Estate Planning

CaliforniaIn 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

Investment

Insurance

Family

Gifts

Retirement

Wills

Other


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

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