Your Kids Will Handle Enough When You’re Gone. Make the Financial Part Easier

Without an updated estate plan, your children may face financial and legal complexity on top of grief. Here’s what’s at stake and how getting organized can help the people you love.

Estate PlanningParkshore Wealth ManagementJune 15, 2026Estate Settlement, Probate, Inherited IRA, Beneficiary Designations, Family Financial Planning, Legacy Planning, Multi-Generational Planning, Fiduciary Financial Advisor

The Documents Your Children Will Scramble to Find If You Don’t Organize Them

If something happened to you tomorrow, would your children know where to find what they need? Here's what to organize and why it matters.

Estate PlanningParkshore Wealth ManagementMay 15, 2026Long-Term Care Planning, Aging Parents, Elder Care, Financial Documents, Family Financial Planning, Wills, Trusts, Power Of Attorney, Legacy Planning, Document Organization, Financial Preparedness, Multi-Generational Planning

Checklist for Handling Financial Matters After a Loved One Dies

Losing a loved one is overwhelming, and handling financial matters can feel daunting. This checklist walks you through key financial steps to help you navigate this difficult time.

Estate PlanningParkshore Wealth ManagementMarch 1, 2025Probate, Will, Trust, Beneficiary, Estate Taxes, Income Taxes, Step-Up, Inheritance, Retirement Accounts, Wealth Transfer, Fiduciary

Essential Tips for Effective Estate Planning

Here are estate planning strategies to help make sure your assets are distributed according to your wishes.

Estate PlanningParkshore Wealth ManagementJune 1, 2024Trust, Estate Plan, Beneficiary, Spouse, Titling, Right of Survivorship, Estate Planning Attorney, Financial Advisor, Estate Taxes

The Sunset of the Gift and Estate Tax Exemption: Ways to Adapt Your Estate Plan

The looming sunset of the federal lifetime gift and estate tax exemption means now is the time to plan. Here are strategies to consider.

Estate PlanningParkshore Wealth ManagementMay 1, 2024Federal Gift Tax, Federal Estate Tax, Tax Cuts and Jobs Act, Taxable Estate

What Married Couples Need to Know About AB Split Trusts

Wealthy couples may set up an AB split trust to help minimize estate taxes. Here’s what you need to know about this trust.

Estate PlanningParkshore Wealth ManagementSeptember 5, 2023AB split trust, A trust, B trust, estate taxes, estate tax exemption

Qualifying for Medi-Cal Long-Term Care Without Affecting Your Heirs

If you seek long-term care assistance in California, read this article for tips on qualifying for Medi-Cal while leaving an inheritance for your loved ones.

Estate PlanningParkshore Wealth ManagementJune 14, 2023Medi-Cal, Medicaid, Long-Term Care, California, Inheritance, Legacy

Should I Give My Kids an Early Inheritance?

Giving an early inheritance comes with pros and cons. Here are considerations to help you decide the best course for you.

Estate PlanningParkshore Wealth ManagementApril 15, 2022Early Inheritance

Leaving More than Money: How to Pass Your Values Down to Your Heirs

Your legacy isn’t limited to a financial inheritance. Here are suggestions to pass on your values to your heirs.

Estate PlanningParkshore Wealth ManagementMarch 2, 2022Values, Legacy

Should I Sell My House While Prices Are High?

Questions to ask yourself before you cash in on a hot housing market.

Estate PlanningParkshore Wealth ManagementJanuary 13, 2022Digital Assets, Online Accounts, Tax Planning, Will

Best Ways to Leave Real Estate to Your Heirs

Here are some of the ways you can leave your home and other real property to your children and grandchildren.

Estate PlanningParkshore Wealth ManagementDecember 15, 2021Real Property, Real Estate, Family Home, Vacation Home, Will, Living Trust, Transfer on Death, Deed

What Is a Fiduciary Advisor, and How Do I Know If My Advisor Is One?

It can be shocking to learn that a financial advisor isn't required to do what’s best for their clients. But, unfortunately, that’s the case for many financial professionals.

Estate PlanningParkshore Wealth ManagementOctober 1, 2021Digital Assets, Online Accounts, Tax Planning, Will