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If you do not stay on top of your trust, your heirs could have a hassle in probate court. Many people set up trusts, but forget that their accounts do not “magically flow” into their trust. Below are a fewREAD MORE

Due to COVID-19, many people have had to balance working remotely with caring for their children. That being said, many are using their homes as an office and a school, while also maintaining it as a home.  The difficulty balancing,READ MORE

Thank you for voting us “Best of” Estate Planners last year. We hope you will vote for us again this year! One vote per day. Here is the link: https://lnkd.in/gxu3giK

While some people know they need to update their will but never get around to updating their wills before they pass on, many others believe that their documents are all squared away and do not need to be altered orREAD MORE

Imagine an elderly parent who has a fair amount of only and two children. One is wealthy with luxury properties and married with no children. This child lives far away and only visits occasionally. The other child lives close toREAD MORE

Property owners who want to transfer real property in California to their children may soon lose a valuable tax benefit under state law. California voters will decide on Nov. 3 whether to implement Proposition 19, the “Property Tax Transfers, Exemptions,READ MORE

The COVID-19 pandemic has idled workers and the coming weeks will bring more news of business closures and bankruptcies.  After a decade of sustained growth, we are facing a recession of uncertain depth and duration.  The New York Times recently reported that someREAD MORE

California State Board of Equalization does not issue guidance on property tax disaster relief for COVID-19

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Trump on December 20, 2019, as part of funding legislation for the federal government, has many provisions relating to financial planning, especially retirement planning withREAD MORE