Are you prepared? The majority of Americans are not. In the event of illness, injury,... [Read more...]
What Does it Mean to Die Intestate?
Dying intestate refers to a situation where a person passes away without leaving a valid... [Read more...]
Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Now That Mid-Terms Are Over, Let’s Talk Taxes
As inflation continues to rise, more and more individuals seek ways to stretch their dollar... [Read more...]
Common Questions Associated With Incapacity Planning
With so much to think about, it’s easy to put incapacity planning on the back... [Read more...]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden... [Read more...]
Complete Asset List is the Starting Point
A complete list of your assets is an essential starting point in making any decisions about those... [Read more...]
What is a Lady Bird Deed?
As a real estate owner, it’s important to consider what will happen to your property... [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
Don’t fall victim to a trust mill
Offers that sound too good to be true usually are. The unscrupulous try to draw... [Read more...]
Transfer on Death Deed: Your Questions Answered
Do you own “real” property? Are you looking for a way to avoid probate? If... [Read more...]
Refresh and Reset: Syncing up in San Diego
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]