Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good...
The costs of college can be staggering. Kevin answers questions about protecting college savings and 529 Plans specifically. Watch to learn about tax deferred growth when preparing the education of your child or...
Elder exploitation can be described as the act of treating seniors and adults unfairly in order to benefit from them or take advantage of them. It is one of the fastest growing forms of elder abuse in America. The National Council on Aging shares that “approximately 1...
The new tax bill has been signed into law and will have a direct impact on 2018. One of the main goals for the Tax Cuts and Jobs Act was to simplify your taxes and this will be the case for many Americans. According to the Wall Street Journal, “tens of millions of...
Have you found it difficult to decide who you want to be responsible for you and your financial estate should you die or become incapacitated? Is this holding up your ability to either start or finish your estate planning? Tune in to find out some tips to help you get...
Be Proactive! Long-term Care Costs are on the Rise in CaliforniaSeptember 29, 2021
Plan Ahead Before a Crisis OccursSeptember 17, 2021
Don’t Make These Mistakes When It Comes to Inheritances and Medi-CalSeptember 15, 2021
Don’t Forget to Plan for Incapacity!September 13, 2021
Considerations for Caregiving from AfarSeptember 8, 2021