If you already have an estate plan, perhaps these items were overlooked when you sat down with your Attorney. If you don't have an estate plan, we can help. Contact our team of Estate Planning professionals and they can help you rest easier at night. 805.644-7188
Do You Own a House, a Commercial Property, or Business in California? If so you need a trust.
Many people believe that with the change in the Federal Estate Tax Law passed this past year by Congress, they no longer need to have a living trust. This is incorrect!