Having an appropriate, well thought out legacy wealth plan can help you preserve your financial independence and the independence of your family. Learn more about legacy wealth planning in California in this presentation.
Topics covered in this report include:
- What is a Legacy Wealth Plan?
- Protecting your Assets
- Planning for Estate Taxes
- Charitable Donations
- Revisit your Plan
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- What are the Advantages and Disadvantages of a Living Trust? - January 15, 2019
- Why Avoid Probate? - January 10, 2019
- When Do I Need a Tax ID Number for a Trust? - January 9, 2019