What is an ABLE Account? (Part One of Two Parts)
Disabled California residents may now open savings accounts without jeopardizing means-based benefits, such as Supplemental…
6 years ago
Financial Planner
048: The Elder Care Journey – Part 2: Incapacity Planning
Big Three from Episode #048: A written estate plan is critical when it comes to…
6 years ago
046: How to Get Your PPP Loan Forgiven
Resources/Tools/Links Mentioned in This Episode: Strategic CFOs [Ad] A lot of time and effort goes…
6 years ago
An Option for Seniors Who Cannot Afford Their Property Taxes
The California State Controller’s Office administers the Property Tax Postponement program that allows eligible homeowners…
6 years ago
Why Was My Medicare Premium Assessed a Surcharge?
Alicia stared at the statement that had been arrived in the mail. “This can’t be…
6 years ago
Why Californians Might Have to Pay Hawaiian Estate Taxes
Many people set up estate plans because they are concerned with having to pay estate…
6 years ago
How to Avoid the Most Common Estate Planning Mistakes
Our clients understand the importance of estate planning. In this time of COVID-19, many people…
7 years ago
How to Ensure Legal Protection for a Loved One with Dementia
If you have a loved one with dementia or Alzheimer’s disease, you have already seen…
7 years ago
Why You Should Create a Plan for Your Required Minimum Distributions
Federal law mandates that you take a required minimum distribution (RMD) from your IRAs by…
7 years ago
Reorganizing Your Finances After The Death Of A Spouse
The days following the death of a spouse can be confusing. There are a lot…
7 years ago