Estate Planning Statistics
In spite of Covid-19, estate planning has largely decreased over the past decade dropping from more than 50% of Americans having a... Read More
Which is Better for You… A Will or a Trust?
A revocable living trust can avoid probate and let you keep control of your assets while you are living- even if you... Read More
Was your Will Written in the Statehouse?
If you let the Statehouse write your Will, your estate plan will pass according to the California intestate statute. You will end... Read More
Who Gets It When You Go?
It depends on how you hold title to your property. Some property will pass according to the title on the property and... Read More
Have You Prepared End-Of-Life Decisions?
“Unless you are a college student partying it up, you have probably given your own mortality a once-over or two during these... Read More
Misconceptions About Retirement Strategies
“There are many ways to implement a successful retirement strategy. One of them is too carefully map out a sensible financial plan... Read More
When Do You Plan To Retire?
One of the biggest threats to your financial security isn’t the markets, interest rates or even your job security. It is a... Read More
Father’s Day 2021
Happy Father’s Day to the man of my heart, the father of our children, the love of my life, -Love, Lenda Smith
Biden’s new retroactive tax increase
Biden’s proposal to raise taxes on capital gains to 43.4% is going into effect as of April 2021, not January 1, 2022... Read More
This memorial day I salute my fellow veterans especially those I trained with during the Vietnam War:
1) Army Intelligence School, Fort Holabird 2) Fort Benning, Georgia (Jump School) 3) Fort Bragg, North Carolina