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Sleep better knowing you are secure

I am helping a older gentleman whose wife died some years ago. He a daughter, and three grandchildren but mostly…

3 years ago

Be sure to fund your trust

I am meeting with a married couple this week to complete their Estate Plan. Their plan is not complicated, leaving…

3 years ago

Why everyone should plan for Estate Taxes

Why Everyone should Plan for Estate TaxesFederal and State estate taxes are constantly changing. In the last ten years the…

3 years ago

Why Everyone should plan for Estate Taxes

Why you should plan for Estate TaxesFederal and State estate taxes are constantly changing. In the last ten years the…

4 years ago

Be Sure to Fund your Living Trust

There’s nothing like the satisfaction that comes from finishing a well done job.  Unfortunately, there are some who have finally…

4 years ago

Welcome Back

After all this time staying away from people, I had the wonderful experience today to be at an outdoor event…

4 years ago

California Homeowners – You need a Living Trust!

I was looking at some statistics recently about how many people in California own real estate and don’t have a…

4 years ago