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Posts From June, 2025

Join Christopher D. Carico and Taylor A. Carico at CalCPA for Wealth Wednesday

Christopher D. Carico and Taylor A. Carico will be guest speakers at CalCPA Wealth Wednesday: Estate Planning & Addressing Capacity Concerns 2025 on June 18, 2025, 12-2 PM. Please join them as they cover the basics of estate planning, with an overview of the most common instruments (Trust, Will, Financial Powers of Attorney, Medical Directive), and a deep dive into capacity and undue influence issues that can affect the validity of those…

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