Estate Planning Blog From a Southern California Perspective

<1 2 3 4 5 6 7...18 >

Page 4
FinCEN Beneficial Ownership Filing Requirements Paused
FinCEN ownership filings are paused due to ongoing litigation. Learn what this means for your business. Stay updated by reading our blog post.
Why Listing Your Trust on Home Insurance Matters
Protect your estate: Learn why adding your trust to your home insurance policy is essential to avoid coverage gaps and safeguard your assets effectively
Step-by-Step Guide to Assembling an Emergency Go Bag
Learn how to pack an emergency go bag with our step-by-step guide. Stay prepared for wildfires or any emergency with these essential tips!
Legal Battle Over Padres Ownership Highlights the Critical Need for Clear Succession Planning
Discover lessons in estate planning from the Padres' ownership dispute. Protect your legacy—contact us today for expert guidance
Important Update: Corporate Transparency Act Legal Developments
Stay updated on the Corporate Transparency Act! Learn about recent legal changes, filing deadlines, and compliance steps. Contact us for assistance today!
Why the Holidays Are the Perfect Time to Talk About Estate Planning with Loved Ones
Make the holidays meaningful! Start crucial estate planning conversations with loved ones. Learn more why it's so important not to wait!
Protecting Aging Loved Ones with an Irrevocable Trust
As we and our loved ones grow older, new challenges and risks can arise—beyond just health concerns. Read our blog to find out how you can protect them.
Leveraging the 2025 Annual Gift Tax Exclusion for Estate Planning
Learn how you can leverage the 2025 Annual Gift Tax Exclusion for your estate. Click the link to read more.
Understanding the 2025 Gift and Estate Tax Exemption Changes: How They Affect Your Estate Plan
Learn about 2024-2025 gift & estate tax exemptions and how upcoming changes could impact your estate plan. Act now to secure tax advantages. Contact us
What is a HIPAA Authorization for Release of Medical Information?
Learn what a HIPAA Authorization is and why it’s essential for your estate plan. Protect your health info and rights. Read on to secure your future!

<1 2 3 4 5 6 7...18 >