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Securing Your Documents and Electronic Accounts, Securing Your Wishes

The Community Link, a newspaper serving eastern Ventura County, published “Securing Your Documents and Electronic Assets, Securing Your Wishes” in the October 2017 issue. The article is published in its entirety below, or see Community Link, and scroll through to page 10. While we’re Continue reading

Where There’s A Will, There’s A Way — Celebrity Estate Missteps

The Community Link, a newspaper serving eastern Ventura County, published “Where There’s A Will, There’s A Way — Celebrity Estate Missteps” in the September 2017 issue. The article is published in its entirety below, or see The Community Link, September issue – page 11. Other than Continue reading

How Will the Tax Law Impact Seniors and Persons with Disabilities?

Retirees, most of whom are on relatively fixed incomes, are probably the most concerned about what the new tax law will mean for them. But, generally, they will be less affected than others because the changes do not affect how Social Security and investment income are taxed. In fact, Continue reading

Four Questions CPAs Should Ask Clients When Planning For The New Year

CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning Continue reading