Many Americans welcome the new year with thoughts and expectations of good health, wealth and success. It is also important during these times to not just consider the immediate future, but long-term goals as well. When do you want to retire? Will you be ready to...
Month: December 2016
Repeal of federal estate tax would not affect most Californians
Although our current president-elect campaigned on promises to fight for blue-collar workers, one of his major policy proposals will likely benefit only a few very wealthy individuals. The repeal of the combined federal gift and estate tax is a cornerstone of the...
A durable POA allows a trusted person to handle one’s affairs
When an individual becomes mentally or physically incapacitated, they often have difficulty performing basic tasks like paying bills or balancing their checkbook. Older individuals may become incapacitated due to Alzheimer's disease or some other form of dementia....
Estate planning and personal items: do the kids even want them?
For many people in California, passing on treasured family heirlooms and sentimental property is an important part of estate planning. But, according to a recent news story, many members of the so-called "millennial" generation are not particularly interested in...