- Helping you plan for your family's tomorrow at every stage of your life.
My clients with more than one child sometimes puzzle over whether they should leave the same amount of money to each child. This can be a hard decision because, even though parents love all of their children equally, our children … Continue reading
There are some people in California who would grumble about the Federal estate tax, but all California residents should be thankful that the State of California phased out its State estate tax in 2005. Unlike California, seventeen states and the … Continue reading
Typically, our children are in the greatest financial need at the time they are raising a family. But if we expect to see our grandchildren grow, the inheritance we plan to leave for our children won’t be available until after … Continue reading