People in California may have seen an interesting article in the Wall Street Journal several weeks ago about a family, their differing personalities and their differences in their approach to financial planning. It's a story that plays itself out in millions of...
Month: February 2014
Thinking big picture to keep family wealth pays off
People in California know that making wise financial decisions and planning for the future are two of the cornerstones of continued prosperity, but sometimes actually doing these things can be a challenge people are reluctant to take on. Not everyone is a financial...
With new tax laws, do Californians need credit shelter trusts?
By this time of the year, most Sacramento residents will have received all the forms and paperwork necessary to file their income taxes for 2013. Some may find windfall refunds awaiting them; others will be less lucky and end up owing money to the state of California...
California family members should beware of elder financial abuse
People in California know that senior citizens are among the most vulnerable members of society. As their health and mental ability sometimes starts to fade with age, family members and loved ones are faced with the difficult decision of what to do to provide for...