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Cash-value life insurance as part of an estate plan

Some California residents may benefit by choosing to purchase cash-value life insurance policies as a part of their overall estate plan. Those most likely to do so are people who already have enough assets for theirREAD MORE >

Options for estate plans vary widely

As part of their estate planning, California residents may want to leave portions of their assets to family and charity, but they may also want to go beyond those two categories. Estate tax exemptions are higherREAD MORE >

Trusts as important estate planning tools

While many California residents think that a will is the only document they will need to pass on their assets to beneficiaries when they die, there are other estate planning documents that can also be usefulREAD MORE >

Examining the estate planning issues that business owners face

Woodland Hills business owners may be interested in some information on the particular estate planning issues that they may face. These issues include not having a business plan at all or having an incomplete or outdatedREAD MORE >

Estate planning consideration

As many California residents know, the Internal Revenue Code contains provisions that deal with the imposition of taxes on certain transfers of property from one person to another. The estate tax applies in some cases toREAD MORE >