Estate Planning Blog

February 21, 2018

The Opportunity of a Lifetime, Literally…

If you or your spouse are over 55 years old, there might be some big tax concerns you have when it comes to moving.  First, you’re […]
February 17, 2018

The Best and Worst Way to Own Your Property

PRIMARY HOMES If you are married and own a primary home, chances are you own it as either “joint tenants” (JT) or “community property with rights […]
February 17, 2018

How Step-Up in Basis Works

Should you hold appreciated assets in community property or joint tenancy?  That depends if you live in a community property state like California. If so, let’s […]
February 15, 2018

The 2018 Tax Bill and what it Means for Estate Planning

BACKGROUND: There can be many reasons why you need a trust – but here are 2 of the most common. The first reason is to avoid probate. […]
January 9, 2018

Planning to Protect Your Assets

Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational […]
January 5, 2018

How to Buy Life Insurance Like a Pro

Life insurance is a purchase only made once or twice in a lifetime, so it is common to be unaware of the ins and outs of […]
January 2, 2018

Bitcoin, Ethereum, and the Blockchain — What Happens When You Die?

Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what it is or how it affects your estate […]
December 23, 2017

The Real Cost of Caring

Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. […]

We have three locations to serve you.