Small Business Succession Planning: Building a Team of Professionals

Every small business needs a succession plan, but most don’t have one. One reason why many small-business owners haven’t gotten around to succession planning—even if they realize they need it—is that they aren’t sure where to start. Well, one good starting point is to build a team of [...]

By |Friday, December 14th, 2018|0 Comments

How California Financial Power of Attorney Helps You Plan For The Unexpected

As you get older, you may want to turn over some of your financial affairs to a trusted family member or professional to pay your bills, supervise your investments or any number of other financial tasks. In the alternative, you may feel that you are handling your finances [...]

By |Wednesday, December 12th, 2018|0 Comments

Nine Things All Business Owners Must Know About Estate Planning

It’s never too soon to begin estate planning, especially if you are a small business owner. It’s likely that a great deal of your wealth and that of your family is tied up in your business. Should you die or become incapacitated without a plan for your business [...]

By |Thursday, December 06th, 2018|0 Comments

You Won’t Have to Pay Additional Gift Tax After the Recent Double Tax Exemption Ends

We recently wrote about the double exemption that went into effect for gifts and estates in our article, How 2018 Tax Changes May Affect Your Estate Planning. In a nutshell, under the recent Tax Cuts and Jobs Act, (TCJA), P.L. 115-97, the federal exemption for estate and gift [...]

By |Wednesday, November 28th, 2018|0 Comments

Catching Up with Your Retirement Savings: 3 Strategies You Should Know

Do you have enough saved for your retirement? If you’re like most Americans, your answer is a resounding NO. Although we all know that we should be saving for retirement—and should have been since we were quite young—not many of us have kept up with our retirement contributions [...]

By |Monday, November 19th, 2018|0 Comments

New Law Helps Agents Under a DPOA Protect Against Identity Theft

In 2017, nearly 17 million Americans were victims of at least one incident of identity theft, with thieves stealing $16.8 billion from consumers. Identity theft occurs when a person impersonates another to obtain some benefit, such as by using an existing financial account, opening a new account, or [...]

By |Sunday, November 11th, 2018|0 Comments

How 2018 Tax Changes May Affect Your Estate Planning

Federal Estate Tax Exemption Doubled California does not have estate or inheritance tax, but the federal government taxes estates of the very wealthy. The Tax Cuts and Jobs Act passed at the end of 2017 doubled the exemption of $5.5 million to 11 million for an unmarried person, [...]

By |Monday, November 05th, 2018|0 Comments

Medi-Cal White Paper

10 Things To Know Before Placing A Loved One In A Nursing Home.


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