Month: January 2025

Ensuring your affairs are organized and your loved ones are cared for when you're gone is a top priority. To protect your legacy, you need an estate plan. This is a set of legal documents outlining what will happen with your assets and financial affairs when you pass...

If you live in California, you may explore estate planning options within the state. It can be difficult to decide whether a will or a trust is the correct mechanism for you, as each has unique features and benefits. It's important to understand both options before...