How Can You Gift Money to Your Beneficiaries?
Which options are available to gift money to beneficiaries?
The Importance of Multi-Generational Planning
Multi-generation planning helps to make sure your family is taken care of! Learn more about how to plan for your family's future with help from Chatterton!
California’s Proposition 19 and Property Taxes
The recently passed Proposition 19 has major implications for property taxes and beneficiaries.
Is Inheritance Taxable in California?
If you recently inherited money you are probably wondering what your next steps are? Find out if your inheritance is taxable in the state of California!
Inheritance Basics: What to Do with Inheritance Money
Not sure what to do with inheritance money? From small to large inheritances, learn the basics about how inheritances work and what you should do with them.
September 2020 Webinar: A Year of Isolation and Mounting Uncertainties
Need information that can help you make rational financial decisions in this time of mounting uncertainty? Join us for our next webinar on September 15, 2020.
Market Volatility Update: Financial Actions to Take While You’re Home
Kyle Schneider gave an update on the recently passed stimulus package, known as the CARES Act, as well as a review of a few points on the SECURE Act...
Major Changes to Retirement and Savings Accounts: The SECURE Act
With the SECURE Act comes major changes to retirement and savings plans. Learn how the new law will affect you and your loved ones’ financial future.
How to Make the Most of Your Finances in 2020
How can you make the most of your finances in 2020? Make sure you review and discuss your financial goals and more with your advisor.
The SECURE Act is Passed: Here’s What You Need to Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act will take effect on January 1, 2020. This piece of legislation brings the first major retirement reform since 2006 - and with it, some beneficial (and not so beneficial) news for those looking to retire.
When to use a Special Needs Trust?
Is it wise to leave a retirement account to a beneficiary who receives disability assistance? Simply put, the answer is no. Learn when using a special needs trust is applicable.
What Does a Chartered Special Needs Consultant® Do?
For the families of those with loved ones who have special needs, financial and estate planning can be of critical importance. Learn how a Chartered Special Needs Consultant® can help.