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  2. CalSTRS - Wikipedia

    en.wikipedia.org/wiki/CalSTRS

    The California State Teachers' Retirement System (CalSTRS) provides retirement, disability and survivor benefits for California's 965,000 prekindergarten through community college educators and their families. [1] CalSTRS was established by law in 1913 and is part of the State of California's Government Operations Agency.

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  4. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .

  5. Trust company - Wikipedia

    en.wikipedia.org/wiki/Trust_company

    A trust company can be named as an executor or personal representative in a last will and testament.The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

  6. Joint Revocable Trust: Estate Planning - AOL

    www.aol.com/finance/joint-revocable-trust-estate...

    Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, your grandchildren and beyond. Married couples have the possibility of establishing a ...

  7. How to Get a Small Estate Affidavit in California - AOL

    www.aol.com/finance/small-estate-affidavit...

    For premium support please call: 800-290-4726 more ways to reach us more ways to reach us

  8. California Department of Financial Protection and Innovation

    en.wikipedia.org/wiki/California_Department_of...

    Consumer Services. The Consumer Services Office is the main point of contact for Californians filing a complaint with the department or requesting additional information about licensees. Offering a live-person call center, the team logs thousands of calls a year and works with licensees to help consumers settle disputes and resolve issues.

  9. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

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