Month: October 2014

Estate planning is one of the most critical parts of wealth management. It involves developing wealth, preserving it, and arranging for the succession of it. If done well, it can result in a person living a good lifestyle and still having a sizable estate that can go...

When an individual or a couple in California is looking at managing their assets, there are a variety of tools to consider. A will is one of the most well known, but it may not be able to offer all of the benefits that you want. For that reason, when doing your estate...