2018 Estate Tax Exemption Doubled by New Tax Law

2018 Estate Tax Exemption Doubled by New Tax Law

Because of a new tax bill signed into law by President Trump, the amount of money that is automatically exempt from the federal estate tax has DOUBLED to more than $11 million for individuals and $22 million for married couples.

California’s Transfer on Death Deed: What You Need to Know

California’s Transfer on Death Deed: What You Need to Know

Read this comprehensive guide to learn how to use California's Transfer on Death Deeds to avoid probate and transfer your real property in the event of death, and whether a TOD is the best option for your family.

Did You Correctly Add Your Home To Your Living Trust?

Did You Correctly Add Your Home To Your Living Trust?

If you set up a revocable living trust to hold title to your home, read my article to make sure that you did it correctly. You created a living trust for two reasons: (1) to avoid probate and (2) to ensure your home smoothly goes to someone you love after you die. Here’s four things to re-examine to make that into a reality.

How To Name An Emergency Guardian For Your Kids

How To Name An Emergency Guardian For Your Kids

Get your FREE legal guardianship guide. Learn how to protect your kids by nominating a guardian to take care of them if something happens to you.

How To Invest In Your Parents

How To Invest In Your Parents

Learn how to invest in your parents to help them prepare to live the latter part of their days with passion and purpose. But I'm not talking about financial investment.

Why Your Family Needs A Financial Advisor

Why Your Family Needs A Financial Advisor

The recent volatility in the stock market reminds us why it’s so important to have a team of competent professionals helping you and your family.

The 5-Step Emergency Checklist For Young Parents

The 5-Step Emergency Checklist For Young Parents

Here’s 5 action items that you can knock out to start the year with peace of mind.

3 Reasons Why Young Parents Aren’t Protecting Their Kids

3 Reasons Why Young Parents Aren’t Protecting Their Kids

Your kids are most precious to you, so don't leave their future to chance and assumptions.