Estate Planning

February 7, 2022

By: Ronald Cole

California Proposition 19: Limits for Giving property to your Children and Grandchildren

Proposition 19: Limits for Giving property to your Children and GrandchildrenThe longer you own your [...]

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November 26, 2021

By: Ronald Cole

Why Everyone should plan for Estate Taxes

Why you should plan for Estate TaxesFederal and State estate taxes are constantly changing. In [...]

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August 8, 2021

By: Ronald Cole

Make a List of your important assets – Part of creating a good Estate Plan including a Living Trust

A long time client recently told me he has decided to get married. Both he [...]

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