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 ...
7 Ways to Make Charitable Gifts
There are many ways to make charitable gifts, whether you are a true philanthropist, anxious for tax deduction, or a ...
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Don't Let Your Uncle Secretly Marry His Estate Planning Attorney
Financial elder abuse is a big problem. Many states, like California, have passed laws to make it difficult for ...
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
We've been asked many times lately whether a Transfer on Death Deed can replace a Living Trust. The short answer is ...
A Letter to My Dad's Financial Planner
The following is not an actual letter, but it could be. It reflects the reality and emotions of many people we have ...