What’s the Difference Between Joint Tenancy and Community Property?

What’s the Difference Between Joint Tenancy and Community Property?

If you’re a homeowner, or in the market to buy a house, you’ve probably heard of terms such as ‘joint tenant’ and ‘community property’ before. Read more to learn the differences between these two common methods of owning property in California.

New Child or Grandchild? Time to Update Your Estate Plan

New Child or Grandchild? Time to Update Your Estate Plan

Welcoming a new family member is a huge milestone, whether it’s in the form of a new marriage or a newborn. Make sure your family is protected by creating or updating your estate plan.

Establishing a Safety Net for Your Special Needs Child

Establishing a Safety Net for Your Special Needs Child

Every parent of a special needs child wonders, “What happens to my child if something happens to me?” Read on to see how you can ensure your child’s needs are met, even if you become unable to provide care.

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.

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.

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.

A Big Mistake Millennial Homebuyers Make

A Big Mistake Millennial Homebuyers Make

Why are you love birds owning your home as “joint tenants”? There’s two better ways that offer tax advantages and protection for your family.

What Do I Need To Do To Set Up My Estate Plan?

What Do I Need To Do To Set Up My Estate Plan?

Learn what the process of creating your family’s estate plan looks like.

What Is Estate Planning?

What Is Estate Planning?

Find out how an estate plan can protect your family and what should be in your estate plan.

Estate Planning Is Like Time Traveling

Estate Planning Is Like Time Traveling

You get a glimpse of your future problems, and you do a few things differently today to prevent those problems from happening tomorrow.

See what I mean by watching my introductory video on estate planning.