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Top Four Estate Planning Tips For 2018

Posted on: December 18th, 2017
With the New Year, many of us will feel as if we are starting off with a clean slate and a whole list of things we want to accomplish. High on that agenda should be taking care of some basics, including reviewing current estate planning documents, planning for retirement and aging, financial planning, and insurance planning....

Creating a Trust for Your Pet

Posted on: December 11th, 2017
Who will care for your dog or cat when you pass away? What will happen to your bird should you become incapacitated? For many people, providing care for their pet after they pass away or if they become incapacitated is a very big concern and, as a result, most states (including CA) have statutes that provide for the enforcement of trusts created for the benefit of pets....

Big Tax Law Changes Coming For 2018

Posted on: December 6th, 2017
Dear Friends & Colleagues, My friend and colleague Robert Keebler, CPA/PFS warns that when the clock strikes midnight on December 31st, those with big stock holdings may be out of luck! When selling or gifting stock, we have always been able to pick and choose those with the highest basis, to reduce potential capital gains taxes (or realize losses). Things are about to change. ...
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