05 What is Trust Administration?

05 What is Trust Administration? Discover trust administration and how to ensure you are taking the necessary steps to protect your estate plan. Enter to Webinar

01 Proposition 19 – What You Need To Know

01 Proposition 19 – What You Need To Know Are you planning to pass down a home or other California real property to your child(ren)? Then you should be aware of how a new law called Proposition 19 will impact your family.  Enter to Webinar

02 Right Of Occupancy Trust

02 Right Of Occupancy Trust A right of occupancy trust can help you plan for situations that relate to property use and ownership. Enter to Webinar

03 Prepare Your Successor Trustee

03 Prepare Your Successor Trustee Learn more about preparing your Successor Trustee to take over and about what it means to be a Trustee. Enter to Webinar

04 Retirement And The Secure Act

04 Retirement And The Secure Act The Secure Act is a new law that created major changes for inherited retirement accounts. Learn more about this new law! Enter to Webinar