Your estate planning is complete. A living trust was created because it was the best vehicle to accomplish what you want to do. Now...
PROBATE—a word that strikes terror in the hearts of people planning the distribution of their estates. They worry that the probate process can drag...
“So, who do I want to get my IRA? My spouse? My kids? But I don’t want to leave out the grandkids. Oh, I’ll just fill...

Will Or Trust?

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Alhambra's Bob Williams looks at whether you should use a Will or Trust for your estate planning document.
Let me ask you a question. When your time on earth is over, who do you want to benefit from your estate? Who do...
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is...