News

What is a Trust Protector and Do I Need One? Estate Planning Tips

Urgent Tax Strategies for GameStop & Sudden Stock Market Gains

Estate Planning for Blended Families: Pitfalls and Solutions

How to Transfer Prop 13 Caps to Children After Prop 19 Deadline

What to do if you receive a stimulus check on behalf of a decedent

Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

A Message from Jim Cunningham

The SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts

California Trust Administration – What to Do When a Loved One Dies

Aging Parents – How to Talk to Them About Estate Planning