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Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...

The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

In the last two months, the IRS announced that there are various tax benefits will increase on January 1, 2014, due to inflation. More than 40 provisions will be affected, with some of the most ...

What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...

Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s time to ...

Anyone can be at risk , but elder adults or ill individuals are especially endangered as they become more reliant upon the physical and emotional support of others. An influencer observes an ...

What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...

Congratulations! You’ve made it through the year and you took our advice of planning for your family. You have a trust and will in place, and up-to-date powers of attorney in your estate plan. The ...

Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an uninterested ...

While creating a trust is a great strategy for managing your estate in the event of your passing, unless your trust is "funded," it will be of little value. Only trusts that are funded can keep your ...

Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

What "The Brady Bunch" Didn't Talk About The iconic television series, The Brady Bunch , first aired in the late 60's, early 70's and revolved around a large "blended" family. The simple definition of ...

If you and your spouse are divorcing and you have a child together then child custody is going to be an important factor in your case. For many families this can be a drawn out battle. Many couples ...

Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an uninterested ...

Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

The weather has changed swiftly, and unless you’ve been hibernating, it has been hard to ignore the ”storm” taking place in our Government these days. Between the government shutdown and the new ...

On August 29th, the Department of Treasury and the IRS ruled that same-sex couples that have been legally married, will be treated as married for federal tax purposes, where marriage is a factor. This ...

Who Benefits? On June 26, 2013, the U.S Supreme Court reversed the Defense of Marriage Act. So now what? The landscape for Estate & Income Tax Planning has changed. Same-sex married couples will now ...

Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s time to ...

Summer has flown by and children across the country have returned to school! It’s a time when parents of younger children are rejoicing about the return to routine, while others, perhaps with children ...

The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

The weather has changed swiftly, and unless you’ve been hibernating, it has been hard to ignore the ”storm” taking place in our Government these days. Between the government shutdown and the new ...

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

You're NOT too young to plan NOW for long-term care. November is Long-Term Care Awareness Month. This means that it is time to learn more about the potential risks and costs … and most importantly, ...

Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...

The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

As the year-end approaches, all business owners should review the status of their business planning and make sure the following issues have been addressed: 1. Incorporate or Change Your Business ...

It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and which ...

Personal taxes are due next month, causing some families to be in a state of ‘March Madness.’ If you have an estate plan, it’s important to consult with a financial planner throughout the year (not ...

Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...

While creating a trust is a great strategy for managing your estate in the event of your passing, unless your trust is "funded," it will be of little value. Only trusts that are funded can keep your ...

After the passing of a loved one, the issue inevitably arises of how to dispose of the decedent's property. The foresight to provide a written revocable trust is of great help, but even this does not ...

Trust Administration refers to the management and distribution of trust property by a legally designated person, usually referred to as a trustee. This is to be done in the best interests of the ...

What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and which ...