Don’t Risk it: Protect Your Finances From Coronavirus Complications

Many Americans spend a lot of time and effort managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retirement accounts dwindle—there is another way COVID-19 can wreak havoc on American’s finances:… Read More »

The Impact of Coronavirus on Estate Planning

According to CNBC, Americans are rushing to do online Wills in the face of the corona pandemic. We know that times are scary right now and you are tempted to make a hurried decision. We also know you are thinking something is better than nothing, right? Not necessarily. For many Californians, you will need a… Read More »

IMPORTANT ALERT!!! Necessary Changes To Your Estate Plan

Legislative Changes Affecting Retirement and Estate Plans Congress recently enacted the SECURE Act (“Setting Every Community Up for Retirement Enhancement Act” of 2019), which significantly changes the manner in which qualified retirement plans (i.e., IRAs, 401(k) plans, and 403(b) plans) are treated and taxed.  The SECURE Act may also significantly affect your existing estate plan. … Read More »

Welcome To Our Blog

Welcome to our blog. Here, you will learn about our latest thoughts and information relevant to our practice areas. We truly hope you visit us regularly for up-to-date topics. Subscribe to our blog for instant access. Browse our website for more in depth information about what we do. As always, feel free to contact us,… Read More »