How to Set Up Your California Estate Plan
If you’re reading this, you already know you need a living trust estate plan to ...
Have Your Parents Done Their Estate Planning?
It's critical that you do your estate planning to protect your family and your assets. An effective estate plan ...
Merry Christmas
Scrooge was better than his word. He did it all, and infinitely ...
Marley Had an Up To Date and Solid Estate Plan
Of course Marley and Scrooge had a tight estate plan.
How to Find a Career You Will Love
My advice to high school and college kids on choosing a career.
How Much Can You Gift in 2024?
Many people think they can only gift $10,000 per year per person. They are referring to the annual estate tax ...
Why Leave Your Children an Inheritance?
Why do you leave your children an inheritance?
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Don't Name Your Living Trust as IRA Beneficiary
If you want to name adults as the beneficiaries of your IRA, we recommend you name them individually on your IRA ...