How Donald Trump’s Tax Reform Act Affects Your Estate Planning
Learn about Trusts and how the latest tax reform act of 2018 affects your estate planning.
Tax Reform Presentation May 29, 30, 31
How Donald Trump’s Tax Reform Act Affects Your Estate Plan I will be hosting a presentation in our Long Beach and Irvine... Read More
House Swapping
House swapping simply means that you and your family agree with a family from a different area to live in each other’s... Read More
The ABCs of Trust Administration
WHAT IS A TRUST? A trust is nothing more than a contract. If you are married, it would be a contract between... Read More
The ABCs of Probate
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a... Read More
What Is Probate & How To Avoid It
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a... Read More
Joint Tenancy Is a Death Tax Trap & an Income Tax Disaster
Most people hold title to their investments in joint tenancy, but this is often not the best way to hold title. To... Read More
Be Careful Trustees!
A person can make poor investments and lose their own money without liability. But if you’re a trustee of someone else’s money,... Read More
