Articles

Grantor trusts are a widely used strategy in estate planning. This strategy includes transferring your assets to a trust so that all of your assets and finances do not go…

Today we are continuing our discussion about estate planning, focusing on this article and the topics of Advance Healthcare Directive and Beneficiary Selection. Many families don’t understand the importance of…

In our previous article about estate planning, we looked at an overview of the most critical elements everyone needs to include in their estate plan. Today, we are breaking it…

Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your…

It doesn’t matter if your small business is just starting out or if it’s been around for years – you always need to think about the future. Business succession planning…

Proposed legislation in Washington DC means the federal tax climate is likely to change sooner rather than later, but that’s not the only reason you should be thinking about your…

Small businesses are the backbone of the American economy, responsible for more than 44 percent of the country’s economic activity and two-thirds of all new jobs. Starting and growing a…

Here are Your Next Steps If the COVID-19 Pandemic and ensuing shutdowns taught us anything, it’s that life and our plans can change fast. In 2020, some of us learned,…

  When we think about Estate Planning, we usually focus on real estate, such as primary residences, vacation homes, and commercial property and how those assets get handled upon our…

Life insurance policies are emerging as important estate planning tools, which is especially important with so much tax uncertainty for the future. While the status quo is likely for now,…

There’s a new administration in Washington D.C. and you don’t need a crystal ball to realize major tax changes are on the horizon. The good news, relatively speaking, is that…

There are potentially more new tax laws likely to affect Californians this year than Proposition 19, which we’ve covered extensively here in this blog and through a series of webinars….