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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
Generation-Skipping Trust: How to Pass Wealth to Grandchildren
You have worked decades to build your estate. You want your grandchildren to benefit from that effort, not watch it shrink under two rounds of estate taxes as it passes from you to your children [...]
QTIP Trust Explained: Protecting Your Spouse and Children
Learn how a QTIP trust protects your surviving spouse while preserving assets for your children. Covers California rules, tax benefits, and when to use one.
Irrevocable Life Insurance Trust (ILIT): A Complete Guide
If you own a life insurance policy worth $500,000 or more, there is a good chance the IRS considers those proceeds part of your taxable estate. For California families with combined assets above the federal [...]
