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Did grandma leave you something in her will to help you buy a house or pay for school? While that type of windfall is a blessing, you also might also be wondering “do I claim inheritance on my taxes?”. Understanding what you’ve received and where taxes fit in could help you save thousands of dollars. This article covers those different account types and gives tips on how to save taxes on your inheritance.
Whether you’re an individual managing your own investments or a professional fiduciary responsible for managing assets in a trust, behavioral investing habits are a serious threat to your investment management strategy.
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided...
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires. Most people understand the...
As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing both the numbers of individuals in or entering retirement and the proportion of elderly to working-age adults. Enter California’s Master Plan for Aging.
When it comes to planning for the long-term care of special needs individuals, the process to set up and manage a trust or other care relationship must...
Different financial advisors offer different rules of thumb for determining whether you have enough money to retire. The challenge of this determination is...
We hope all of you are staying safe and healthy. And although the world seems to have changed almost overnight, we remain steadfast in our desire to help you...
This blog was updated in February 2022 to reflect the most up to date income tax information for our readers.
There is a collective sigh of relief once tax...