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MORE THAN MONEY
How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter. Learn more about closing out a trust after death.
Our Areas of Expertise
Life Insurance Trust Beneficiary in California: A Complete Guide
Schedule a free consultation to learn how naming your trust as a life insurance trust beneficiary in California can simplify estate administration and...
Irrevocable Life Insurance Trust in California: A Family Guide
Schedule a free consultation to learn if an irrevocable life insurance trust is right for your California estate plan. Protect your family's future today.
Tax Implications of Transferring Property Into a Trust in CA
Schedule a free consultation to understand the tax implications of transferring property into a trust in California including Prop 19 reassessment income...
