taxes
Wait and See: The Impact of President Trump’s Proposed Tax Plan on Estate and Gift Taxes
Trump’s proposed tax plan aims to extend current estate and gift tax exemptions.
Blog
advisors
Financial Advisors: How to Keep the Next Generation Client
Five questions for financial advisors that can make or break your chances of maintaining the accounts with the next generation.
estate planning
Is Your California Estate Planning Up To Date?
2025 update on Trump's estate and gift tax, California homeowner's insurance, updating your beneficiary designations, the importance of updating your...
estate planning
2025 California Estate Planning - The Basics, What You Need to Know
The basics of California estate planning, including living trusts, probate avoidance, trust administration and how to finally get your estate plan...
Merry Christmas
God Bless Us Every One
estate planning
Marley Had an Up To Date and Solid Estate Plan
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
estate planning
Handwritten Amendments Don't Work
If you value your family and wishes, you need to follow the rules to amend your living trust.
estate planning
Lord Voldemort and Avoiding the Trust Fund Baby
Learn how to prevent your children from becoming trust fund babies by modeling wise money management and gifting during your lifetime.