There is nothing like travel to widen your world perspective, and there is no... [Read more...]
What Happens to Assets Left Out of a Living Trust?
Creating a living trust is one of the most effective ways to protect your estate,... [Read more...]
IRS Makes Retirement Plan Changes for 2026
The Internal Revenue Service has issued a release explaining changes in retirement plan limits... [Read more...]
Elder Law Alert: Medi-Cal Asset Limit Is Returning in 2026
A quiet but important change is about to affect Medi-Cal eligibility in California. Beginning January... [Read more...]
Protect Yourself with a Home Inventory
Taking a home inventory means that you are documenting the valuables in your residence,... [Read more...]
Resolve to Finally Plan Your Estate in 2026
As the new year starts to come into focus, people will invariably start to make... [Read more...]
Estate Planning for Chosen Families: Protecting the People Who Matter Most
Estate planning is about making sure the people you care about are protected. For many,... [Read more...]
How Much Is the 2026 Estate Tax Exclusion?
When a new year arrives, the government will update some significant monetary thresholds, and some... [Read more...]
Beyond the Grave: Eco-Friendly Alternatives to Traditional Burials
Green burials are not something new. In fact, it has been the custom of... [Read more...]
Don’t Be a Turkey or a Ham- Take Advantage of Your Annual per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
Planning With Purpose: How Can Your Estate Plan Reflect Your Values
Estate planning is often viewed as a financial task comprised of organizing assets, minimizing taxes,... [Read more...]
Are Charitable Trusts Right for You?
A charitable trust is one way to fulfill your philanthropic goals; it comes with... [Read more...]
See Larger Map Get Directions