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This recent piece in Wealth Management highlights the importance of having an experienced professional to provide guidance about tax filing preparation, and in this matter specifically, deductions. In January, the star, also known as Queen B, was not immune from...
Life After Death: Secure Your Digital Legacy Before You Die This recent piece in the Wall Street Journal notes the importance of reviewing your digital assets and the options that are available to owners to set up preferences before death. For example, some platforms...
This is yet another WSJ piece about the heartache, hassle, and time and energy draining experience that is often the result when those close to us pass without a suitable estate plan in place. Additionally, many people misunderstand the consequences of having a Will,...
After many of us submit our tax returns, we usually try to forget about the overwhelming and confusing topic until a hoped-for return shows up in a bank account. In between then, however, our returns are processed by IRS computers and/or staff. This piece from the...
Although the word Will is known by most, it is often a misunderstood estate planning tool in terms of what it does and does not do. Especially for those living in California and who own real property, it certainly does not accomplish what many believe it does....
