089: Why Your Family Might Need Lifestyle Insurance and the Latest Opportunity Benefits
4 years ago
Property Taxes
067: Estate Planning Challenges with Real Estate
Big Three from Episode #067: If you’re including any type of real estate in your…
5 years ago
057:Estate Tax Returns: Why You Might Want to File Anyway
Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that…
6 years ago
055: How Will Prop 19 Impact Your Estate Plan on February 16th
Big Three from Episode #055: Prop 19 is a time-sensitive issue that may impact real…
6 years ago
Dayna Wilson and Kirsten Howe talk about the recent election and Proposition 19
If Proposition 19 is passed, does that mean I have to make changes to my…
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
045: California Exit Strategy: Trends, Moving Planning, and More
Big Three from Episode #045: Moving isn’t just about logistics. It’s also about being mentally…
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
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
What Happens to a Mortgage Upon Death?
Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill…
7 years ago