If the Beneficiary Has Passed On, Who Ends up With the Inheritance?
Who will get an inheritance if the beneficiary is deceased? We call this “what if” planning and it is a critical part of the estate…
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Preserve Generational Wealth With 3 Tips
Have you considered what is required to preserve generational wealth and your legacy? Or the impact an inheritance will have on family members in different…
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The HJTA Responds to Prop 19 with an Initiative to Repeal the Death Tax
Many Californians are already feeling the effects of newly passed Proposition 19, also entitled the “Home Protection for Seniors, Severely Disabled, Families, and Victims of…
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The Steps You Need to Take To Manage Your Inheritance of a Timeshare
The resort agent suggested Mom and Dad should leave the timeshare to their children in a deed so, when the parents passed, their children could…
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It Is Important to Prepare Your Children for an Inheritance
It may be awkward to discuss your wealth with your children. Talking about how much money or property you have is usually viewed as taboo. …
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