Archive for January 2017
Does a New President Mean a New Estate Plan?
The inauguration of President Donald Trump has come and gone and a new administration begins. But what does it mean for you in regards to your estate plan and protecting what matters most? A frequent topic of conversation throughout the election was tax reform, specifically the repeal of the estate tax and how income and…
Read MoreEstate Plan Check-Up Time – Are You Ready for the Next 30,000 Miles?
It’s estate plan check-up time! When was the last time you had your estate plan go through routine maintenance? Just like your car needs a full service check up at least every 30,000 miles to run at its absolute best, so does your estate plan. Estate planning in California is not a one time event.…
Read MoreThe Most Important New Year’s Resolutions
The arrival of the New Year has many of us thinking about our New Year’s Resolutions. The end of the holidays allow most of us a little more breathing room as extended families return home, kids go back to school and we resume our normal schedules. As a result, we have the time we need…
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