News & Blog

5 Critical Components of an Estate Plan

An estate plan is important for people of all ages and wealth…
August 15, 2018/by Nalesh Chandra

Education savings strategies you might not know about

The Benefits of a 529 Education Savings Plan
Named after a…
August 15, 2018/by Nalesh Chandra

Maximizing the Value of Inherited IRAs

An inherited IRA, or “beneficiary IRA”, is an account that…
August 14, 2018/by Nalesh Chandra

Do All Estates Need Probate?

In California, a full probate is not necessary if someone dies…
May 17, 2018/by Nalesh Chandra

Grass Valley, Nevada City, Lake Wildwood, Penn Valley and Alta Sierra Residents – Did You Know?

If you are a resident of Grass Valley, Nevada City, Lake Wildwood,…
May 11, 2018/by Nalesh Chandra

Have a Trust? Now fill it up!

If you have a living trust, you probably think that you will…
April 24, 2018/by Nalesh Chandra

What happens when you die?

"In this world nothing can be said to be…
January 19, 2018/by Nalesh Chandra

Medical Tax Deductions – 2018

The deduction for qualified medical expenses has survived yet…
January 19, 2018/by Nalesh Chandra

VA Disbursements have Increased

Helen Justice, Geriatric Care Manager, at Advanced Wellness,…
January 3, 2018/by Nalesh Chandra

The Tax Cuts and Jobs Act is Finally Here, No More Do Overs

--Our friends at Marcum, LLP recently published a detailed article…
December 27, 2017/by Nalesh Chandra

2018 Medicare Parts A & B Premiums and Deductibles

On November 17, 2017, the Centers for Medicare & Medicaid…
December 5, 2017/by Nalesh Chandra

Two Common Mistakes with Trusts

CunninghamLegal - The Living Trust Lawyers

This is a great…
September 21, 2017/by Nalesh Chandra