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Clients who are non U.S. citizens work with a team of professionals who can help them maximize their U.S. tax benefits and mitigate tax exposure.
Read PostIt can be challenging to get family to talk openly about future needs and desires for aging loved ones. Hear our discussion on advantages to developing a proactive plan, considerations when developing an Aging Plan and tools and best practices when engaging with your financial advisor.
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Openly communicating with your advisor about addiction and mental health concerns can help ensure estate and financial planning objectives are achieved.
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California voters passed Proposition 19 in the November election. Two big changes to transfer tax laws pertaining to California real estate will go into effect in February.
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It may be helpful to incorporate pre and postnuptial agreements into your and your family's estate and intergenerational planning.
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Developing well-thought-out and clearly communicated plan for the distribution of tangible assets may reduce hurt feelings and confusion among loved ones.
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The first year after losing a significant other can be overwhelming. Here are some of the key estate planning items you should consider in the first year.
Read PostFamily dynamics can present challenges and opportunities. See how our team of specialists works with families to ensure that the trust is planned and executed in a way that adheres to the wishes of the grantor while providing thoughtful consideration to those involved.
Read PostSee how we help families navigate the complex and emotional process of carrying through a trust and estate plan. Providing your beneficiaries with expert advice, guidance, and clarity is our number one priority.
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Who is your parent's designated beneficiary? Understanding the benefits of a beneficiary now can make all the difference further down the line.
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