I’m excited to announce I have recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI) to better serve my clients and their families. Our practice believes in a multidisciplinary approach to asset preservation for individuals Continue reading
Simple “Death Deeds” Law ProblematicJanuary 1, 2016, California signed into law Assembly Bill 139, which was intended to allow individual homeowners to transfer their real estate when they die outside of a will and without going through probate. The property owner simply fills out Continue reading
When tax time rolls around, if you happen to be a caregiver for a parent suffering from some form of dementia, such as Alzheimer’s, you may be able to claim your parent as a dependent for tax purposes, itemizing and claiming their qualified, unreimbursed medical costs.
If this is Continue reading