Legacy wealth planning is a way to help preserve your financial wealth using such estate planning tools as Wills, Power of Attorney, Living Trusts, Living Wills and many othe instruments.
Learn more about legacy wealth planning in California in this presentation.
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- What are the Advantages and Disadvantages of a Living Trust? - January 15, 2019
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- When Do I Need a Tax ID Number for a Trust? - January 9, 2019