California real estate appreciates faster than real estate in most other states, and for that reason, it’s more likely to form the largest part of a homeowner’s total estate upon death. However, real estate is vulnerable in ways that other forms of generational wealth are...
California real estate appreciates faster than real estate in most other states, and for that reason, it’s more likely to form the largest part of a homeowner’s total estate upon death. However, real estate is vulnerable in ways that other forms of generational wealth are...
California real estate appreciates faster than that in most other states, and because of that, is more likely to form the largest part of any homeowner’s total estate upon death. However, real estate is vulnerable in ways that other forms of generational wealth are not...
As 2023 turns over to 2024, you may be thinking about resolutions. Exercise more. Lose weight. Learn a new skill. But studies show that more than half of people who make New Year resolutions fail to keep them. Here are some tips for making the...
The holidays can be a perfect time to bring up conversations around end-of-life, inheritance, and estate planning, if you do it right. But, asking your relatives how they want their money handled when they die might not go over well while opening presents or carving...
Last week we looked at four different ways to lower your tax liability for 2023. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. Read more…...
It might seem early to think about your 2023 taxes, but it's the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Read more…...
When I was a kid, I would tag along on my mother's trips to the grocery store. She could calculate, to within a couple dollars, the total cost of a full grocery cart overflowing with cereal boxes, potato chip bags, and toilet paper. She'd grown...
If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. ...
As the needle of acceptable behavior moves, many ideas that were once widely held are now being examined. It’s a process in which a lot of us – most, if not all, of us – will stumble and get caught up in our old ideas....
