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The ins and outs of California living trusts A living trust is an important estate planning tool for California residents. It allows you to manage your assets and property during your lifetime, as well as providing a way to pass on those assets after death with minimal probate costs. In essence, it serves the same […]

What is QDRO and how does it work? A QDRO is a Qualified Domestic Relations Order.  The purpose of a QDRO is to separate pre-tax retirement accounts without tax consequences to the plan participant and transfer a portion of the participant’s account to the alternate payee following a divorce or dissolution of a domestic partnership.  […]

Can you believe it’s already summer?  Which means many of you may have a To Do List that needs to be tackled before all the summer vacations and festivities begin… We’re here to help! If we can help you get any of these important items off your To Do List, please let us know! 1) Have you […]

We have been busy helping clients with last minute document requests and we thought we’d share these with you.  If we can help you get any of these items off your To Do List before the start of 2022, please let us know!  1) Do you have an LLC or Corporation that you need to closed […]

Our ads are playing all over the radio! Here’s a fun video of Ellie at the recording studio. Call our office and let us know what you think. We’d love to hear from you. We were recently featured on the Bill Handel’s website: https://kfiam640.iheart.com/content/2017-06-30-bill-handel-endorses/

Covid-19 has had so many negative impacts on us as a nation and many of us have been personally impacted by the uncertainty and suffered great loss. Our previous post spoke about some surprising outcomes of Covid-19. Number one on that list was: Many people are setting up new corporations despite the government shut down […]