Estate Planning: Your Guide to See-Through Trusts

notebook with trust and estate planning

You are working hard – building wealth, utilizing retirement accounts, and maybe already talking with financial advisors. You have a clear path to the goals you set for yourself long ago – even if they may have changed a bit as life ebbs and flows. So, what happens next? We hear a lot about planning for retirement, but estate planning is equally important. The latter requires foresight, but it also ensures that your loved ones are taken care of and that your hard work now can still benefit them later. To efficiently protect your well-cultivated retirement assets from creditors, and distribute them to your chosen beneficiaries, a See-Through Trust should be explored and created. See-Through Trusts are a key estate-planning tool, but there are a few things you should know before moving forward.

Read moreEstate Planning: Your Guide to See-Through Trusts

Post-Election Tax Strategies

man crunching numbers

Now that tax season is wrapping up, we can all take a deep breath. With the pandemic looming over all of us in 2020, change has become the only thing we can consistently count on these days.

Read morePost-Election Tax Strategies

The Importance of a Business Succession Plan

planting seeds

It’s often difficult for us to think of the future as individuals, and even harder to think about it in terms of our larger counterparts, such as the businesses that we own and run. This is particularly true if it involves planning for the worst possible outcomes in our future, such as unexpected retirement, potential disability, or untimely death. When you build your own business and watch it flourish from the ground up, it can be disheartening to think of the possibilities of its disbandment or transfer to a new owner.

Read moreThe Importance of a Business Succession Plan

Changes to Estate Planning Due to Proposition 19

man calculating numbers

In November’s recent election, California passed Proposition 19 (Prop 19), which has changed two important California property tax assessments that could have a lasting impact on your estate planning.

Read moreChanges to Estate Planning Due to Proposition 19