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For someone who owns valuable real estate or investments, estate taxes are a serious concern. Such obligations could limit how much of your wealth you can pass on to your loved ones when you die. Many people would prefer to plan carefully rather than to pay taxes...
A will is the foundation of any estate plan. Done right, a will allows you to determine who will inherit your assets when you pass on. Without one, California intestate laws would step in and determine how your assets are to be distributed. And this might not sit well...
Do you have a family member with special needs? If so, you likely understand that you will need to take steps to ensure they have the financial support needed after you pass away. Public benefits, such as Supplemental Security Income (SSI) and Medi-Cal, are available...