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
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Are you a California homeowner who’s been thinking about San Diego property tax planning? Since Prop 19 took effect in February 2021, the landscape for inherited property taxes has changed dramatically. California’s Proposition 19 now has two key components: OneREAD MORE
When a major celebrity passes away, the news often sparks curiosity and interest beyond the salacious details of their personal lives. The public also has a voracious appetite for any scoop dealing with how they managed — or failed toREAD MORE
Thinking about estate planning? Many people wonder if there’s a right age to establish a trust, or if it’s “too late” to begin planning after retirement. But the truth is, estate planning isn’t about age — it’s about preparation. WhetherREAD MORE
An estate plan is more than just a series of legal documents; it’s a way to protect what matters most and make sure your assets are managed according to your wishes. It also helps in avoiding probate, which can otherwiseREAD MORE
As the holiday season approaches, it’s worth taking some time to reflect on your estate planning needs. Amidst the joy and festivities, considering the future and ensuring that your affairs are in order can bring peace of mind to bothREAD MORE
Did you know that August is National Make-A-Will month? That’s right – an entire month dedicated to creating or updating your will. Despite the importance of having a will, less than half of U.S. adults have one, while 58% ofREAD MORE
The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.