Financial News and Insights


7 tips for tax strategies for high-income earners

7 Tips for Tax Strategies For High-Income Earners

December 1, 2022

Taxes can be costly for high-income earners. But there are ways you can reduce what you owe and maximize your savings. Understanding the right strategies to use, based on your financial situation, can save you a lot of money in taxes each year. Here are seven tips to help you keep more of your hard-earned […]

What is a California Estate Plan, and why do I need one

What is an Estate Plan, and why do I need one?

November 10, 2022

A Living Trust is part of an Estate Plan Estate planning is the process of arranging for the disposal of an individual’s estate in the event of their death or incapacity. An Estate Plan typically includes a trust, a will, Power of Attorney, Durable Power of Attorney for health care, and a certification (abstract). Desert […]

How Much Does It Cost To Set Up A Living Trust?

How much does it cost to set up a living trust?

November 3, 2022

The common misconception about trusts is that they’re only for wealthy people. Estate planning and creating a trust can be beneficial for anyone with assets or property, and essential for anyone with assets totaling $150,000 or more. It is highly encouraged to get help from an experienced estate planner with an elder-law attorney when drafting […]

financial planning

Financial planning for families – 5 tips to get started

September 20, 2022

It’s no secret that managing money can be a tough task, especially when you’re trying to do it for a whole family. But despite the challenges, financial planning is an important task that every family should take on. Is there a difference between wealth management and wealth planning? What is wealth management vs financial planning […]

disability income

Is short-term disability income taxable?

September 13, 2022

Many people are not aware that short-term disability benefit payments may be taxable. In fact, the IRS considers these payments to be taxable income. The good news is that there are some exceptions to this rule. Here’s what you need to know about the taxation of short-term disability benefit payments. What Are Short-Term Disability Benefit […]

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