News & Blog

Leaving a Legacy for Your Disabled Child

 Your Children with Disabilities Will Become Ineligible for…
October 3, 2018/by Nalesh Chandra

Is an AB Trust Still Effective?

Is the AB Trust Still Part of Your Estate Plan? Should It Be?

An…
October 3, 2018/by Nalesh Chandra

Understanding Prop 13

Proposition 13: How Not to Lose it

Proposition 13 has saved…
October 3, 2018/by Nalesh Chandra

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

Stretching an inherited IRA is extremely valuable to the beneficiary.…
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