The Right Questions to Ask When Choosing an Assisted Living FacilityJanuary 1, 2020You or your loved one may be at a point in life where you’re considering moving into an assisted living…Read More
What to Do When a Loved One DiesJanuary 1, 2020Recently lost a loved one? Please know that you’re not alone. We’re here to help you through this difficult time…Read More
Why it’s Smart to Plan Before 2020 Estate Tax Law Changes Go Into EffectDecember 5, 20192020 is a major election year. While it’s too early to tell what that means in terms of which side…Read More
Crucial differences between Executor of a Will & TrusteeDecember 5, 2019An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities…Read More
Repealing the Widow’s Tax – What Lies Ahead for 2020November 13, 2019The National Defense Authorization Act (NDAA) for the fiscal year 2020 could bring change for our country’s Gold Star families…Read More
Elder Fraud – How to Avoid Being a TargetOctober 18, 2019The sad reality is senior citizens are often targets for con or scam artists in order to divest them of…Read More
California Trust Administration – What to Do When a Loved One DiesOctober 18, 2019When a loved one dies, their family members go through a lengthy process of taxes, financials, and legalities. While everyone’s…Read More
Charitable Giving and Estate PlanningSeptember 30, 2019Charitable giving is an incredible way to positively impact organizations, foundations, and causes near and dear to your heart. Whether…Read More
Till Death Do Us Part – Estate Planning for Surviving a SpouseSeptember 27, 2019When we take vows with our spouse, the future and an inevitable loss of your loved one seems lightyears away.…Read More