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Monthly Archives: May 2024

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30 May 24
3 steps to take if you wish to disinherit someone

California allows you to distribute your assets as you please when you die. You are not obligated to leave someone something just because of your relationship with them. While disinheriting people is relatively rare, you may have good reason to…

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13 May 24
4 kinds of trusts to protect your interests

A will only protects your assets so far. With just a will, your estate could be taxed or challenged and the distribution process could be delayed with probate. You may find that a trust will benefit you more. A trust…

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