Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.
Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
More than 338,000 Americans moved for retirement in 2023, according to a January study from HireAHelper, a moving-services marketplace.
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
Bennett’s daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Thanks for your interest. I know you have a lot of options when it comes to legal planning. Hsiao Law, PC has been the trusted partner of the La Jolla area residents. I look forward to meeting with you. Schedule today!
