“Last Will and Testament” Origin
April 1, 2021
Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.”
Family-Owned Businesses & Farms in California: Estate Planning Strategies to Protect Your Legacy
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Protecting Your Loved One’s Future with a Special Needs Trust
Learn how Christian estate planning supports families in Monterey, CA, by integrating faith-based principles into wealth management and stewardship strategies for a secure and purpose-driven legacy.
Learn how to maximize your retirement savings with strategic IRA and retirement planning. Discover key strategies to grow your nest egg, reduce taxes, and prepare for a financially secure future.
Learn about four common scenarios that may lead to probate and how they can affect estate administration. This blog explains each situation and offers insights into the probate process to help you be better prepared.
What Types of Assets Can Be Included in a Trust in California?
This blog post explores the importance of estate planning for elderly residents in Monterey, California, with a focus on protecting their most valuable asset—the family home. Written with the expertise of attorney John D. Laughton, the article discusses practical strategies such as establishing living trusts, understanding tax implications, and planning for long-term care costs. It emphasizes the need for tailored legal advice and guidance to ensure a smooth transition of property to heirs while avoiding common legal and financial pitfalls. Protect your legacy today by consulting with an experienced estate planning professional.