Are you a baby boomer? Well, if you were born in the years soon after...
While most people think of estate planning as something to handle after having children, reaching...
An often overlooked aspect of family businesses is planning for transition to the next generation....
Gifting to your children is a wonderful way to get property out of your estate...
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...
Were you one of the millions of Americans who paid the new 3.8% Medicare Tax...
Sometimes estate planning works out for clients, and sometimes it doesn’t. A good estate plan...
Annual gifting can be a wonderful way of giving to your loved ones while taking...
We as advisors are frequently asked “what entity is best to own investment real estate?” ...
When a loved one dies, paying Uncle Sam is the last thing anyone wants to...