Navigating Estate Planning: UTMA/UGMA vs. Lifetime Asset Protection Continuation Trusts for Your Children
Recently, our firm had the pleasure of engaging in a thought-provoking conversation with one of our clients, an engineer with a heart set...
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jonathan0456
Mar 12 min read
Navigating Legacy Planning: Understanding the Impact of California's Prop 19 on Investment Property
Introduction: In November 2020, California voters passed Proposition 19, a ballot measure that significantly impacted property tax rules...
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jonathan0456
Mar 12 min read
Understanding the Secure Act and Its Impact on IRA Accumulation Trusts
Introduction: The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in December 2019, brought about...
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