Why and How to Avoid Probate in California
Friday, May 24, 2019
California's probate process is cumbersome and expensive. Creating and funding an inter vivos revocable living trust is one way to avoid probate.
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Essential Estate Planning for 18-Year-Olds
Monday, February 18, 2019
With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning for young adults.
Demystifying Estate Planning Terms
Friday, September 28, 2018
To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate planning terms.
Estate Planning 101: What to Know and How to Get Started
Wednesday, September 26, 2018
Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes are carried out.
Inheriting an IRA? Here’s What to Do Next
Wednesday, June 20, 2018
An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.
What to Do Upon the Death of a Loved One
Thursday, April 5, 2018
It's difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on you and your family, combined with the pressure that comes with potentially serving as an executor, you may find yourself wondering where to begin.
Is a Personal CFO Right for You?
Friday, January 12, 2018
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
What You Should Know About the New Tax Legislation
Thursday, December 21, 2017
Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is the largest rewrite of the U.S. tax code in three decades, and will have broad implications for individuals, families, and businesses.
Potential Impacts on Family Companies of IRS Regulations
Thursday, October 13, 2016
Last month, the IRS issued proposed regulations that, if finalized, will dramatically impact future planning options for Family Companies (LLC’s, Limited Partnerships, General Partnership, and Corporations).
Money Messages for Parents and Children
Tuesday, November 25, 2014
We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.