Blog Articles

Do I Really Need a Will when living in California?

There are certain financial goals that it’s important to check off your list, like having enough money in a savings account to cover emergency expenses and eliminating unhealthy debt. However, here’s one goal many people gloss over — creating a will.

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What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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