GENERAL
Community Property State
States where all assets acquired during a marriage are owned equally by both spouses.
Ready to get started?
Deliver a whole new client conversation experience
Talk to our sales team today.
Company
GENERAL
States where all assets acquired during a marriage are owned equally by both spouses.
Fiduciary
Responsible for carrying out your wishes and making important decisions when you are unable to act on your own behalf, including after your death.
Gift Tax
May be levied by the government on the value of a gift made prior to death to be paid by the beneficiary. Giving a gift may reduce the amount of estate tax exemption available upon death.
Ready to get started?
Talk to our sales team today.