Resources

Explore the benefits of spousal trusts in estate planning. Learn how A Trusts, QTIPs, Bypass Trusts, and SLATs can protect your assets and reduce estate taxes.

In this webinar that originally aired on November 14, 2024, Wealth Enhancement Tax Director Angelica Gumabon discusses some high-level tax strategies to consider as we approach the end of the year, including:

James Simonaro, Associate Financial Advisor at Wealth Enhancement Group was interviewed by KSBY and shared information about California’s new CalKIDS program.