The Opportunity of a Lifetime, Literally…
Feb 21, 2018
If you or your spouse are over 55 years old, there might be some big tax concerns you have when it comes to moving. First, you’re worried about the large…
“I’m All Growed Up!”
Feb 17, 2018
As of this past January, Jiya has revolved around the Sun 3 times and Sonam already a quarter turn. As Jiya aptly says, “I growed up, Papa.” Recently, she’s been…
The Best and Worst Way to Own Your Property
Feb 17, 2018
PRIMARY HOMES If you are married and own a primary home, chances are you own it as either “joint tenants” (JT) or “community property with rights of survivorship” (CPWROS). Both…
How Step-Up in Basis Works
Feb 17, 2018
The concept of step-up in basis is a staple in estate planning. Planning decisions must take this concept into account, as the potential benefits of preserving step-up in basis for…
The 2018 Tax Bill and what it Means for Estate…
Feb 15, 2018
BACKGROUND: There can be many reasons why you need a trust – but here are 2 of the most common. The first reason is to avoid probate. Probate is a court…
Planning to Protect Your Assets
Jan 09, 2018
Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection…
How to Buy Life Insurance Like a Pro
Jan 05, 2018
Life insurance is a purchase only made once or twice in a lifetime, so it is common to be unaware of the ins and outs of policy protection. The potential…
Bitcoin, Ethereum, and the Blockchain — What Happens When You…
Jan 02, 2018
Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what it is or how it affects your estate planning. Or, maybe you’ve…
The Real Cost of Caring
Dec 23, 2017
Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put…
Think Your Salary Can Bring You Safely to Retirement? Think…
Dec 16, 2017
In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you…
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