How to Introduce Your Adult Children to Your Advisor
Introduce your adult children to your financial advisor to support smoother transitions and better communication around estate, tax, and long-term planning.
Generational Planning
3 Key Responsibilities of a Trustee: Accounting, Taxes, and Beneficiaries
Learn why trust accounting, taxes, and beneficiary communication are vital for California trustees, and how to stay compliant and conflict-free.
How to Update Your Estate Plan After a Major Event
Learn how to update your estate plan effectively after a major life event to ensure that your assets are protected and distributed according to your wishes.
How to Choose Between Transfer on Death Deed or Living Trust
Deciding between a transfer of death (TOD) deed and a living trust when transferring your assets to your loved ones doesn’t have to be hard. Read more!
Tax Benefits for Grandparents Raising Grandchildren
These tax tips may help alleviate financial strain for grandparents raising their grandchildren.
What is “Inter Vivos” Giving?
Learn about inter vivos gifts and how they relate to your estate planning strategy.
Saving for Education: 529 Plans in California
Looking to fund your child or grandchild’s education? 529 plans may provide the answer.
Your House is An Asset: How to Increase Your Home Value
If you’re preparing to sell, these tips can help increase the asset value of your home.
6 Tax-Smart Ways to Start a College Fund for Your Child
Starting a child college fund pays for tuition and offers tax deduction benefits. Learn how to save money and how to choose the right plan (529, ESA, Roth)!
Teaching the Next Generation to Plan Financially
Discuss financial planning concepts with the next generation now to help them begin a financially successful path.
