Selling your business is a major milestone that can change your financial life almost overnight. Assets that were once in a single company may suddenly become liquid, diversified, and ready for reinvestment. And your old estate plan? It may noREAD MORE
Legacy and Estate Planning
The One Big Beautiful Bill Act (OBBBA), passed on July 4, 2025, reverses the Tax Cuts and Jobs Act (TCJA) sunset. Estate planning and coordination with CPAs is still essential, but the framework families plan within has changed. Here’s howREAD MORE
Caring for a loved one with special needs brings a wide array of challenges. A key area families in California must address is establishing a well-constructed special needs trust (SNT) that can provide peace of mind to the designated beneficiaryREAD MORE
When one spouse is a U.S. citizen and the other is not, estate and gift tax planning becomes more complex. Without careful attention to the special rules for a non-citizen spouse estate tax, couples may face unexpected tax pitfalls. It’sREAD MORE
Facing a serious diagnosis is overwhelming and many families understandably focus on medical care and emotional support first. Estate planning when terminally ill is just as essential. It ensures your wishes are honored, loved ones protected, and assets managed efficiently.READ MORE
A Do Not Resuscitate (DNR) order is a medical instruction that tells health care providers not to perform CPR if your heart stops or if you stop breathing. This includes refusing artificial ventilation, endotracheal intubation, and cardioversion (heart-stimulating drugs orREAD MORE
If you own a business, then one of your top priorities is to protect your business assets. Owning a company comes with risks — accidents, natural disasters, theft, lawsuits — all which can cause serious setbacks. Because these risks sometimesREAD MORE
Charitable giving can be one of the most rewarding ways to do good, but without careful planning, it can also create unexpected challenges. Many donors assume their significant gifts will automatically make an impact, but there are common problems philanthropistsREAD MORE
Thinking about setting up a living trust? While the process may sound time-consuming, how long it takes can be shorter than you think. It just depends on you. The timeline for an estate plan can vary — from a fewREAD MORE
According to 2024 Alzheimer Association stats, approximately 6.9 million Americans aged 65 and older are currently living with Alzheimer’s dementia, the majority (73%) being 75 or older. As an aging population grows, dementia has become an important concern for families,READ MORE