Legacy planning is not all about money, but we should begin by looking at the potential impact of the federal estate tax. Most people are not exposed to this tax, but those who are vulnerable should take steps to gain estate tax efficiency. Topics covered in this report include: Preserving Monetary Resources Charitable Giving Family heirlooms Ethical Will Educational Opportunities Click here to read the whole article or download the PDF. … [Read more...] about Free Report: What is California Legacy Planning
A New Hobby to Bridge Generations and Create Lasting Memories
Assuring that our loved ones inherit our assets is a key component to effective estate planning. However, one of the most valuable legacies we can leave are memories. Your family will appreciate the assets you pass on, but they will treasure the memories and stories you leave behind even more. Just imagine all the memories you can leave, and the fun you can have with your family and friends, by making photography and archiving precious photos your new hobby. Many of us have boxes or albums … [Read more...] about A New Hobby to Bridge Generations and Create Lasting Memories
Manzarek Dies; Legacy Intact
The way that you will be remembered after you pass away is considered to be your legacy. You can keep this in mind when you are making decisions throughout your life, and legacy planning is a very real facet of a comprehensive estate plan. Part of this is keeping your reputation intact as you build a substantial body of work. If your work is something that will continue to exist after you pass away, your legacy will have a particular solidity to it. Such is the case with the recently … [Read more...] about Manzarek Dies; Legacy Intact
