The Importance of Having a Living Trust in California

A couple discusses the importance of having a living trust with their lawyer.

In California, estate planning is an essential part of ensuring that your assets are managed and distributed according to your wishes after your death. One of the most effective tools for achieving this is a living trust. A living trust is a legal document that places your assets into a trust for your benefit during … Read moreThe Importance of Having a Living Trust in California

5 Things to Do When You Get an Inheritance

Woman thinking while holding money.

Receiving an inheritance from a family member may seem like a blessing, but sometimes it can feel like a curse. In the next three to four decades, $30 trillion will transfer from baby boomers to their heirs. A lump sum of money may seem like it will last you a lifetime, but most people go through it in just a couple of years.

Read more5 Things to Do When You Get an Inheritance