Kirsten Howe

142: Navigating Trust Administration with Real Property

4 months ago

141: Managing Real Estate Assets as a Trustee

4 months ago

140: Navigating Trust Complexities: The Family Home Dilemma

4 months ago

Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients

Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients The Corporate Transparency Act…

4 months ago

139: Optimizing Your Portfolio with Alternative Investments

5 months ago

138: Beyond Profits: Tackling Key Issues for Business Longevity

5 months ago

137: Maximize Your Wealth: Expert Financial Strategies for Business Owners

5 months ago

136: Guardianship Explained: Essential Insights for Effective Estate Planning

6 months ago

135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property

6 months ago

Drawbacks of Transfer on Death Deeds in California

Transfer on Death (TOD) deeds gained legal recognition in 2016 as a means of transferring…

6 months ago