Frequently Asked Questions
Community Property Trusts Question #1. How can a community property trust help me save on taxes? Community property trusts help married couples save money by reducing or even eliminating capital …
How a Community Property Trust Could Save You Money in Taxes
When it comes to your family’s legacy, every dollar you can save from taxation counts. One way to keep your accounts and property out of the hands of the Internal …
Integrating a Community Property Trust into Your Estate Plan
Careful, trust-based estate planning is the best way to ensure the highest quality of life for you and your loved ones. But, a well-crafted estate plan consists of many parts. …
The Lesson Plan for Your Estate
In honor of Teacher Appreciation Week, the first week of May, we are taking this opportunity to thank all teachers for their time and dedication to teaching the future generation. …
2020 End of Year Planning
Halloween is over. But what is really spooky? There are only 59 days to 2020. That leaves 59 days to complete your 2020 New Year’s Resolutions, implement certain tax planning …
Small Business Owner Alert: PPP Deadline Extension
On Saturday, July 4, President Trump signed a bill extending the deadline to apply for a Paycheck Protection Program (PPP) loan from June 30 until August 8.In addition, on June …
Checking in to See How You Are
Covid-19 has changed everything. Seemingly overnight, schools closed; families and friends canceled vacations, visits, play dates, and holiday plans; employees started working from home; small businesses closed; and everything went …
2019 New Year’s Resolutions
There are 60 days til 2020. That leaves 60 days to complete your 2019 New Year’s Resolutions. To some, this may seem like a lot of time. To others, this …
Estate Planning for Your Business
Families are becoming increasingly knowledgeable and sophisticated about estate planning. The use of revocable and irrevocable trusts is on the rise, as families are understanding the need to have an …
Managing Rights and Risks for College-Aged Children
Once a child reaches the age of 18, parents lose certain rights to their healthcare information but continue to be responsible for certain of their financial choices, accidents, and liabilities. …