Aging solo is not as unusual as it may seem. Consider that an estimated 27% of Americans over the age of 60 do not have a spouse, a child, or another family member nearby to see them through their retirement years. Going it alone later in life does present certain challenges that need to […]
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Business Succession Planning: Take Control of the Future
If you’ve built a successful business in Sonoma County, you already understand how important it is to think ahead. Yet many business owners delay one of the most critical tasks of all: deciding what should happen to the business when they are no longer at the helm. Business succession planning allows you to take charge […]
The Biggest Estate Plan Mistakes
We often talk about the best ways to make an estate plan, but it’s also important to review things that we should never do. Making any of the estate planning mistakes below might drastically diminish your financial legacy. Many people make these common mistakes: Final Thoughts: The Importance of Regular Estate Plan Reviews To […]
When Is a Federal Estate Tax Return Due?
Some people just assume that the federal estate tax applies to every estate. As a result, they wonder when they have to file an estate tax return. Here’s the good news: For most people, the deadline is the 12th – of never. Let’s look at the situation from an overview so you understand the facts. […]
Philanthropy Begins in Your Backyard
How do you get started in the world of philanthropy? An annual gift during the holiday season marks an opportunity to express gratitude and create impact. Your neighborhood may be the perfect candidate for your generosity. You would probably be pleased to support progress in the vicinity for those who live or work next […]
What Does a Trustee Have To Do?
As a trustee, you’ll have to get to work within a month of when the grantor dies. There will be phone calls to make, information to gather, and letters to write at first. Later, you’ll be responsible for making good investment decisions, filing tax returns, transferring the ownership of real estate, and more, requiring […]
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