Alhambra's Bob Williams offers tips on being the executor of an estate.
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during almost 30 years in...
A loved one has died and you’re in charge of settling the estate. There’s a long checklist of things that need to be done,...
Someone trusts you so much that they name you to settle their estate after they die. You’re honored they have that much confidence in...
Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But...
When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...
It’s been said that with age comes wisdom, and age and wisdom cause us to ask questions we would never have thought of at...
Alhambra's Bob Williams looks at whether you should use a Will or Trust for your estate planning document.
It was called the Great Wealth Transfer, the World War II generation passing its wealth to their kids, the Baby Boomers. Well, it’s about...