How to Choose a Guardian and Trustee
If you have young children, you need to choose a guardian and successor trustee. Your guardian is the person who ...
California Proposition 19
In November 2020, Californians approved Proposition 19, with most voters not knowing the repercussions. Prop 19 was ...
Protect Your College Kids
One thing parents learn the hard way when their child goes off to college is that hospitals, colleges and banks may ...
Portability - How to Eliminate Estate Tax
In 2022, the gift and estate tax exemption is $12,060,000. Lifetime gifts plus estate value above that amount will ...
2022 Gift and Estate Tax Exemption
After all the noise in 2021 about how the new Congress and President Biden were going to lower the gift and estate ...
Living Trust or Will?
When you put together your estate plan, your first decision will be what is the best document to get your assets to ...
Be Careful if You Refinance
Refinancing your mortgage can be a good thing. But you have to pay attention.