Protecting The Legacies Of Our Community Members

Month: September 2023

Types of trusts for estate planning in California

On Behalf of The Brooke Law Group, PC | Sep 25, 2023 | Trusts

Trusts provide for the distribution of your assets according to your wishes after you die. Establishing this estate planning tool may also provide tax advantages. You can choose from many common types of trusts used for estate planning in California. Revocable living...

4 reasons new entrepreneurs need an estate plan

On Behalf of The Brooke Law Group, PC | Sep 19, 2023 | Estate Planning

As a burgeoning entrepreneur, your primary focus is likely scaling your business and achieving financial success. However, it is important not to overlook the significance of estate planning in safeguarding your hard-earned assets and ensuring the smooth transition of...

How do new Medi-Cal eligibility rules affect living trusts?
How do special needs trusts affect taxes?
How can new California high-earners benefit from pour-over wills?
Should you include your grandchildren in your estate plans?
What should affluent Californians consider in estate planning?

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Month: September 2023

Types of trusts for estate planning in California

4 reasons new entrepreneurs need an estate plan

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