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Blog Posts in April, 2024

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  • What to Know Before Donating to Charity
    What to Know Before Donating to Charity

    Compared to residents of other wealthy nations, Americans are more likely to give their time and money to help others. In 2023, the United States ranked ninth in per capita gross domestic product ...

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  • Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis
    Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis

    In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...

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  • Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis
    Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis

    In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...

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  • The Importance of Preparing for the Unexpected & Planning for Incapacity
    The Importance of Preparing for the Unexpected & Planning for Incapacity

    As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency in life. A car ...

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  • 5 Essential Estate Planning Documents
    5 Essential Estate Planning Documents

    Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, ...

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  • Who Will Care For Your Child if You Cannot? The Importance of Estate Planning for Parents
    Who Will Care For Your Child if You Cannot? The Importance of Estate Planning for Parents

    As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing for other basic needs. However, ...

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