CourtneyGawMay 11, 20221 minWhen should you review your estate plan?Clients often ask how often they should review their estate planning docs? At a minimum clients should follow the "Five D's" in...
CourtneyGawJul 5, 20212 minTop 3 Reasons for an Estate PlanIt’s a common misconception that “estate planning” is only for the rich. But the truth is that we all have estates, because we all own...
Courtney GawMar 16, 20212 minTRUSTEE PAY: HOW MUCH IN CALIFORNIA?Trustee compensation can be tricky. A trust document can explicitly state how much a trustee gets compensated or a trust document can...