The SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
On January 1, 2020, the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect. The bill is…
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The Right Questions to Ask When Choosing an Assisted Living Facility
You or your loved one may be at a point in life where you’re considering moving into an assisted living…
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What to Do When a Loved One Dies
Recently lost a loved one? Please know that you’re not alone. We’re here to help you through this difficult time…
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Why it’s Smart to Plan Before 2020 Estate Tax Law Changes Go Into Effect
2020 is a major election year. While it’s too early to tell what that means in terms of which side…
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Crucial differences between Executor of a Will & Trustee
An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities…
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Repealing the Widow’s Tax – What Lies Ahead for 2020
The National Defense Authorization Act (NDAA) for the fiscal year 2020 could bring change for our country’s Gold Star families…
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Elder Fraud – How to Avoid Being a Target
The sad reality is senior citizens are often targets for con or scam artists in order to divest them of…
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California Trust Administration – What to Do When a Loved One Dies
When a loved one dies, their family members go through a lengthy process of taxes, financials, and legalities. While everyone’s…
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Charitable Giving and Estate Planning
Charitable giving is an incredible way to positively impact organizations, foundations, and causes near and dear to your heart. Whether…
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