Springtime is a great time to review your current estate plan or consider creating one. This year brings a number of ...

Thorough financial planning involves many things. There's budgeting, goal-setting, investing, retirement savings, and estate ...

People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could ...

When planning for the future, many people think a will is the only option. However, a living trust offers benefits that a ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries?

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for ...

Leading estate planning lawyer of the Law Offices of Robert H. Brumfield, P.C., in Bakersfield, CA highlights the critical ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

California living trust laws govern how residents can create and manage trusts to hold their assets, potentially bypassing ...

For newly married couples and those starting a family, estate planning is often thought of as something to address later in life. However, ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.