EstatePlanning Archives - Page 7 of 11 - Casal & Moreno

EstatePlanning

Why You Should Plan Ahead

Why You Should Plan Ahead

by Casal Moreno | May 5, 2016 | Estate Planning, How Do You Choose an Executor of a Will?

In our previous post we discussed the importance of a will and some of its...

The Importance of Wills and Trusts

The Importance of Wills and Trusts

by Casal Moreno | Apr 20, 2016 | Estate Planning, How Do You Choose an Executor of a Will?, Wills

Learning about Wills and Trusts A will is a legal document, which if executed...

Benefits of the Annual Gift Tax Exclusion & How to Use it Correctly

Benefits of the Annual Gift Tax Exclusion & How to Use it Correctly

by Casal Moreno | Nov 11, 2015 | Estate Planning, How Do You Choose an Executor of a Will?

One of the biggest planning mistakes and oversights we see is not using the...

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