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 not, and therefore requires more planning and protection. This four-part series will explore those vulnerabilities and provide tips on preserving the value of this precious asset for generations to come.

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 not, and therefore requires more planning and protection. This four-part series will explore those vulnerabilities and provide tips on preserving the value of this precious asset for generations to come.

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 and therefore requires more planning and protection. This four-part series will explore those vulnerabilities and provide tips on preserving the value this precious asset for generations to come.

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 right resolutions and maintaining them in a way that creates actual change.

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 the turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…

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,…

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. Footballer Jennifer Hermoso challenges us to remove our blinders of innocence and really look at her reality.