Wealthy families and individuals of the 19th century had access to in-house staffs of trusted advisers offering wealth management, preservation,…
Estate Planning
As a business owner, your accounting software offers a method for tracking your tangible assets, including real estate, equipment, and…
Within the past decade, the level of automation in our everyday lives has increased at an exponential pace. From ordering…
Estate planning documents such as wills, trusts, powers of attorney, and advance directives for health care all attempt to set forth…
Life does not always go as planned. For parents with minor children, a sudden illness or injury or an unexpected…
For many people, pets are considered full-fledged members of the family. In some instances, where a person outlives his or…
Your child’s eighteenth birthday is a significant turning point, not just in their life, but in yours as a parent….
A frequent question is whether inheritances are taxable. This is a frequently misunderstood question related to taxation and can be…
In California, we approved Prop 13 in the year 1978. This set the tax assessed by the County in which…
A power of attorney (POA) is a document that allows you to designate a person or entity (your “agent” or…