Clear, practical articles to help you better understand estate planning, trusts, and related topics. Our goal is to provide helpful information so you can make informed decisions for yourself and your family.
Due to the Governor’s order, I am now only meeting with clients via video or phone conference. As some of you may know, I have met with clients virtually before, so systems are already in place for that.
Do you remember filling out the beneficiary designation form for your retirement account or life insurance?
If you are like most people, you probably don’t remember filling out this important form. You may already know that life insurance and
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The
If you gift appreciated stock directly to charity, you can claim the full fair market value of your stock as a charitable deduction. If the stock is liquidated prior to gifting to charity, you will have to pay capital gains
A ballot measure is coming to the November 2020 ballot to change Prop 13, which change would create what is called a “split roll”. The “split roll” would increase property taxes for commercial and industrial properties, except those zoned as
When my wife and I did our estate plan, the hardest choice we had to make was who would take care of our kids if something happened to us. To help in the decision making process, here is a handy
Here’s an issue many families overlook when children leave for college: That child, in the eyes of the law, is now an adult—and needs some all-important documents.
