Once an estate plan has been made it must be actively monitored. Monitoring an estate...
California property values keep going up and up. The high rate of appreciation has led...
The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 became effective on...
In February I introduced you to Bob, a successful businessman with a typical estate plan and...
I recently attended a California Society of Certified Public Accountants (Cal CPA) Estate Planning Interest Group...
Sometimes estate planning works out for clients, and sometimes it doesn’t. A good estate plan...
2012 was a big year for gifting. Many feared the $5,125,000 estate and gift lifetime...
When a loved one dies, paying Uncle Sam is the last thing anyone wants to...
