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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Till Death Do Us Part – Estate Planning for Surviving a Spouse
When we take vows with our spouse, the future and an inevitable loss of your loved one seems lightyears away.…
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