Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Southern California area.So much so, that it’s time we discuss estate planning with a technological twist.Before we get there though, may I offer...
The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I’d love to see my Southern...
Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable....
With Labor Day behind us, fall is just around the corner.(And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.)Now … fall. This can be a happy...
We hear from clients, Southern California business owners and families all the time who are facing a MOUNTAIN of stress over their finances.Because the fact of the matter is that when you are facing IRS debt, you’re likely also facing many other kinds of...
Many of our Southern California clients are married. What I have to say today is still relevant, conceptually (and even in some of the details).So don’t skip on by.As I have talked about before, estate planning is something that many families continue to...
