Estate Planning Blog

Retirement Plan

How the SECURE Act Will Affect You and the Beneficiaries of Your Retirement Accounts

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement…
Tax Advice

Paul Newman Giving Some Great Tax Advice

If you gift appreciated stock directly to charity, you can claim the full fair market…
Estate Planning

A Primer on Proposition 13

A ballot measure is coming to the November 2020 ballot to change Prop 13, which…
Estate Planning

Have minor children? We’re helping families name Guardians for their kids at no cost!

When my wife and I did our estate plan, the hardest choice we had to…
Estate Planning

Have a child or loved one going to College?

Here’s an issue many families overlook when children leave for college: That child, in the…
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