Securing an Unmarried Couple’s Future in California with an Estate Planning Attorney Oceanside, United States – December 22, ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

Selecting the right trustee is one of the most important decisions in setting up a revocable living trust, according to ...

An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

Most RIA firms still refer estate planning to outside partners, but 5% plan to bring services in-house by 2026, according to ...

We all own “stuff,” with some of us owning more “stuff” than others. And when we each pass away, we will be unable to take ...

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

When done thoughtfully, estate planning can actually bring families closer together and help maintain lasting bonds that ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

“Surprise heirs like Thomas are popping up because of DNA test kits,” according to the Wall Street Journal article. While ...

Discover how to infuse your estate plan with values, traditions and purpose this holiday season to create a legacy that ...

What happens to everything you've worked so hard for your home, your savings, your family memories after you're gone? If your ...