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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Gift Giving Strategies
The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property ...
Read More of this ArticleEarthquake Information
Almost all Californians know the feeling. The windows rattle. The floor shakes. It’s an earthquake. And most of us quickly think about what to do. Get to a safe place. Sniff for gas. Turn on a radio. ...
Read More of this ArticleThe Time Value Of Money
One well-known fact of economic life is that a dollar received today is worth more than a dollar received a year from now.
Time and Money
The relationship between time and money provides the foundat...
Read More of this ArticleSelling Your Home
Once you have decided to try to sell your home, the next big decision you will face is whether you want to sell it yourself of go through a real estate broker. The broker usually charges 5% to 7% of t...
Read More of this ArticleSmarter Decisions
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