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End the Year on a High Note: Check In on Your Estate

The following tips will give you a head start on end-of-year organizing (at least where your estate plan is concerned). Review your current will and trusts. Your will and trusts may need to be updated because your family situation or goals changed.... Read More

A Pie Analogy for Giving

Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices or somewhere in between. We talk to many supporters of California State University, Los Angeles Foundation who worry that leaving a gift in their will to Cal State LA may... Read More

3 Common Planned Giving Myths, Busted

If you hear “planned giving” or “legacy giving” and think it is for people older or wealthier than you—or that it is just too confusing—check out these common myths and the truths behind them. First, What Is Planned... Read More

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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