Having a child can add a layer of complexity to your life whether it was planned or not. After you have processed the shock, joy or other emotions associated with becoming a parent, you are strongly encouraged to take a look at your estate plan. If you don't have one,...
Redding, California, Law Blog
Month: August 2023
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When should I update my California estate plan?
Creating a California estate plan is a great way to prepare for your future. However, estate planning is an ongoing process. You might consider reviewing your plan at least once or twice a year. Certain life events will require you to update your estate plan....
How to use unit investment trusts (UITs)
The world of trusts in the state of California is a particularly complex one. It often involves dozens of potential considerations and a number of trade-offs. Conflicts over trusts and decisions regarding their implementation can take years. Unit investment trusts...