A vacation home is a place where families enjoy their time together. Sharing time and creating memories is the hallmark of such properties, and often…
Read More »
How to Eliminate Unexpected Medical Bills
A medical emergency is hard enough, but the pain may only worsen when huge bills arrive. Even if you have insurance. So how does one…
Read More »
Understanding Trusts and Their Benefits to Vulnerable Seniors
The elderly are highly vulnerable to financial abuse and scams. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their…
Read More »
In Case of an Emergency, Which Hospital Will You Select?
Did you know 911 emergency services may not route you to the nearest hospital? While you have the right to ask to be transported to…
Read More »
Things to Know About Estate Planning
The law describes estate planning as legal documents summarizing the property a person owns and how to distribute these assets when deceased. Property ownership includes…
Read More »
Assemble the Right Group of Professionals to Prepare a Comprehensive Estate Plan
As complex as estate planning can be, it is vital to gather the right professionals to give you the best advice when preparing your estate…
Read More »
Navigating the Shifting Landscape of Estate and Inheritance Taxes: A Yearly Odyssey
Estate and inheritance taxes have long been a complex and ever-evolving aspect of financial planning. What might have been a sound strategy one year may…
Read More »
The Probate Process and Outstanding Debts
Probate in California can be avoided if you have the right strategy in place with the use of a revocable living trust, saving you money…
Read More »
It Is Important to Prepare Your Children for an Inheritance
It may be awkward to discuss your wealth with your children. Talking about how much money or property you have is usually viewed as taboo. …
Read More »
Is Your Estate Plan Updated for the New Year?
You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces,…
Read More »