We recently had a client tell us that her neighbors who own a home in the Pacific Palisades were told by their insurance company that…
What is FinCen? FinCen is a bureau within the U.S. Department of the Treasury, tasked with safeguarding the U.S financial system, and countering money laundering,…
I recently moved my mother from her home in the city where she lived for over 65 years, to an assisted living facility nearby. My…
When was the last time you looked at your estate plan? If your answer is “not since I signed it,” you’re not alone. Many people…
Your child just turned 18. Maybe they’re headed off to college next month, starting a new job, or taking a gap year to travel. It’s…
The passage of the “One Big Beautiful Tax Bill” (the OBBTB) this last week marks a seismic shift in the estate, gift, and generation-skipping transfer…
Use this chart to quickly compare entity characteristics before you decide on an entity to protect your assets Sole Proprietor C Corporation S Corporation…