Archive for August, 2022

Essential estate planning documents

Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. Learn which documents are essential for any estate plan and about other estate planning tools that may benefit you depending on your circumstances. 

Don’t Forget to File California’s Form SI-100 Secretary of State Statement of Information

  Don’t Forget to File California’s Form SI-100 Secretary of State Statement of Information Form SI-100, Statement of Information, is a one-page informational form filed with the California Secretary of State that provides information about addresses, corporate officers and corporate filing agents. Every domestic nonprofit organization must file a Statement of Information with the Secretary… [Read More]