Bohm Wildish & Matsen, LLP Logo
A graphic on estate planning featuring a central blue box with the text "Estate Planning" and "10 Business Entities," surrounded by circular images of business meetings, documents, financial charts, and estate taxes.

Business Entities – California Estate Planning

Business Entities Selecting the appropriate form of business entity is the threshold step in the business planning process…
Promotional image featuring a monochrome photo of two hands clasped, symbolizing support, next to a blue box labeled "ESTATE PLANNING 9 Estate Taxes".

Charitable Trusts – California Estate Planning

The Concept of Giving Many individuals have philanthropic desires and are very much enamored with various charitable and…
A graphic with a monochrome background showing a caterpillar and a butterfly on branches, overlayed with a blue text box that reads "ESTATE PLANNING" and "8 Irrevocable Trusts to Minimize Estate Taxes.

Irrevocable Trusts – California Estate Planning

Irrevocable trusts are created by the maker of the trust, who is called the trustor, grantor or settlor.…
A person's hands holding a small gift box, overlaid with text "ESTATE PLANNING" and "7 Estate, Gift, and Generation Skipping Taxes" on a blue background.

Estate, Gift And Generation Skipping Taxes

The United States has taxed the estate of decedents since 1916. The Gift Tax came into effect in…
A banner with the text "ESTATE PLANNING - With A Trust, Do I Lose Control of My Assets?" above clasped hands holding a small model house. A bold navy blue color highlights the topic number "6". This segues into coping with death.

What Happens On The Death Of A Loved One?

When a loved one dies, you must contact the Social Security office and inform them of the death…
A graphic image featuring a poster beside a door. The poster reads "ESTATE PLANNING - With A Trust, Can I Change Beneficiary Designations?" in a modern room with a potted plant.

Why Would Someone Change Beneficiary Designations?

Beneficiary proceeds, such as those from a life insurance policy, are intended to be available immediately upon death…
A close-up of a hand holding a key, with a blue overlay featuring white text that says "ESTATE PLANNING" and "With A Trust, Do I Lose Control of My Assets?

With A Trust, Do I Lose Control Of My Assets?

No. You keep full control. You can continue to do everything you could do before, including buying and…
A graphical image displaying the theme of estate planning with a small white model house in the foreground and the shadow of a larger house in the background. A blue banner with text reads "BASIC ESTATE PLANNING: 3 Fundamental Steps.

Basic Estate Planning

Wills and Other Ancillary Documents Basic estate planning will suffice for a very simple asset situation but it…
A hand pushing a flip chart block labeled "Estate Planning" with a banner reading "2. What Happens If You Don't Have An Estate Plan?" against a gray wall.

What Happens If You Don’t Have An Estate Plan?

You would not be alone. Too many people procrastinate about estate planning. They are busy, or they don’t…
A visual presentation slide titled "Estate Planning" with the question "What is Estate Planning?" next to a stack of cash and house keys on a table.

What Is Estate Planning?

Estate planning is not just about planning. It’s also about accomplishing what is important to an individual or…