Our regularly updated blog discusses a variety of issues related to business, tax, and estate planning in California. Learn why an estate plan is necessary regardless of age or income, what steps you can take to reduce your tax liability and protect your assets, how to ensure your business remains on a solid legal foundation, and much more.
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Eight Goals to Jump-Start Your Financial Success in 2025To achieve your financial goals this year, you'll need to start with a clear vision and plan.
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Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance DisputesOther families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements.
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Recipe of the Month: Potato Beer Cheese Soup
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Wills Gone Wild: How to Avoid Estate Planning DisastersThese wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
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Happy Lunar New Year! Welcome the Year of the Snake!Celebrating the Year of the Snake: Embracing Lunar New Year 2025
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three 'Yellowstone' Estate Planning LessonsWe can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
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Recipe of the Month: Slow Cooker Beef StroganoffThis recipe tastes just like my mom's, especially when you add a can of cream of mushroom soup.
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New Years’ Memories (2025)Here's to a fresh start and new adventures! May the New Year bring you joy, prosperity, and countless moments to cherish.
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12 Steps to Take Now for More Financial Success in 2025Why wait until January to get a head start on your goals?
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Kiplinger Retirement Report: How to Leave Money But Keep ControlWith a family trust, you can see that your legacy is spent how you want.
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Eight Signs You Might Be Ready to Start Investing in Real EstateConsider this expert advice before you make the leap into property management.