People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

Taxes are a thorn in just about every business owner’s side. Indeed, taxes are your single biggest business expense. That said, it’s...

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of...

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...

Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to...

If you must work in order to earn your income, you need to have disability insurance. That said, purchasing such insurance is a “buyer...

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...