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In this article, I’m covering everything you need to know about California Capital Gains Tax. While earning profits from real estate, stocks, and other investments can enhance your financial future, these gains come with a…
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Today I’m sharing everything you need to know about Per Stirpes. In fact, this confusing Latin word recently saved our client from sending over $500,000 to the wrong beneficiary. (And she didn’t need an attorney…
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If you’re retired or planning to retire in the next decade, Congress just made decisions that directly affect you and your financial future. On July 4th, 2025, lawmakers passed the “One Big Beautiful Bill Act”—an…
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Receiving an inheritance can bring both relief and uncertainty. Whether it’s real estate, cash, or investment accounts, inheriting assets often raises questions about taxes, paperwork, and long-term responsibilities. The situation can become even more complicated…
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Estate taxes can feel overwhelming—especially when you’re trying to make sense of federal thresholds, property ownership across multiple states, and the impact on your long-term financial goals. Many people aren’t sure which rules apply to…
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The Investment Policy Statement (IPS) is a document that dictates how you invest your money. If you’re working with a financial advisor, the IPS will also dictate how they invest your money for you. The…
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In this article, I’m sharing what a letter of instruction is and EXACTLY how to write one. In fact, ignoring this simple estate planning task could cause major challenges for your heirs if you pass…
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In this article, I’m sharing the top questions to ask a financial advisor in 2025. I’m also sharing how to choose a financial advisor. Hiring an advisor is one of the BIGGEST financial decisions you’ll…
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