estate planning
Have Your Parents Done Their Estate Planning?
Your parents need an updated living trust estate plan to avoid conservatorship and probate.
Blog
estate planning
Marley Had an Up To Date and Solid Estate Plan
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
life
How to Find a Career You Will Love
Two steps to find a career you will love. Find a career aligned with the life you want and find ways to make the work fit the life you want.
taxes
2024 Gift and Estate Tax Exemption
The Estate and Gift Tax Exemption and Annual Gift Exclusion 1997-2024.
estate planning
Why Leave Your Children an Inheritance?
If you have the means, would you get more joy out of giving while you are alive?
estate planning
Don't Name Your Living Trust as IRA Beneficiary
Keep It Simple. Name Individuals as Your IRA Beneficiaries.
charitable gifts
7 Ways to Make Charitable Gifts
Giving helps others, reduces your taxes, and as a bonus, lifts your soul.