After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many … Read Blog Post
Protecting Your Significant Other’s Future
October is a popular month for couples to tie the knot in the United States. While wedding planning most often … Read Blog Post
Protect Your Family from Lawsuits with a Domestic Asset Protection Trust
Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that … Read Blog Post
Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth
COVID-19 has deeply impacted the economy in the United States and will likely continue to do so for some time. … Read Blog Post
Preparing Your Beneficiaries to Receive Their Inheritance
When you hire an estate planning attorney, you are often looking for help with preparing your accounts and property to … Read Blog Post
Correction to June 2020 Client Newsletter
In our efforts to quickly provide you with information about new legislation (the CARES Act and its impact on the … Read Blog Post
Retirement Account Basics for 2020
The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only … Read Blog Post
Estate Planning as a Powerful Exercise in Optimism
Many scientific studies have established that there is a wide range of benefits flowing from a positive attitude and positive … Read Blog Post
Financial Literacy Month: Are All of Your Financial Ducks in a Row?
In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress … Read Blog Post
Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future
In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted … Read Blog Post
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Phone: 209-572-2124 | Fax: 209-569-5075
P.O. Box 515 Brisbane, CA 94005
Phone: 415-470-7771
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