top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Tax Strategies.

Top 4 Reasons To Avoid Probate

November 14th, 2017

Many people have been told to avoid probate. But what exactly does that mean? And how do you keep your heirs from having to go through probate? Probate is a legal process for transferring assets to the heirs. According to LegalZoom, probate costs American families about $2 billion a year (more than $1 billion of […]

read more »

3 Ways to Avoid Probate in the Golden State

October 30th, 2017

Setting up an estate plan ensures that your wishes are followed and that your heirs are taken care of after your passing. Save your family from hassle and unnecessary legal fees by taking steps to protect your estate. Unless you’re an attorney, there’s nothing good about probate. Briefly, probate is a legal process where the […]

read more »

Powers of Attorney

June 3rd, 2016

Have you ever wondered what would happen if you needed to make an important decision whether it be financially, medically, or legally, and you just weren’t able to do it?  How would you ensure your interests when you aren’t there to protect them yourself, such as being stuck out of the country, incapacitated, or unable […]

read more »

Joint Tenancy Vs. Tenants In Common

June 3rd, 2016

Whether it be purchasing real estate whether it be a new property, or house for your family, it usually isn’t done alone. There are several ways of doing this; here are the most common. Joint tenancy and tenants in common, both of these are words used to describe methods of buying and owning property. However […]

read more »

Hanging On, But For How Long?

January 22nd, 2016

The economy is frightening on a nationwide and global scale. So far 2016 has not been very fiscally promising, and unfortunately there is not much light showing at the end of this tunnel. There are a multitude of problems effecting the global economy, such as the crash of China’s market and the end of the […]

read more »

Bubble Or Not?

January 18th, 2016

Many people are wondering whether the toppling of China’s market is a sign of another bubble slowly readying to pop. Many analysts when referring to the Chinese economy will admit that China created their own problems with overbuilding and other internal matters; very few will admit to anything other than a soft landing for the […]

read more »

New Year, New Problems

January 6th, 2016

Its not how you start but how you finish, however that philosophy did not hold well for the start of the 2016 stock market. In fact, this year has been predicted to be the worst year for stocks since 1931.   This was seen immediately in the Chinese market, which ended mainland trading before the […]

read more »

Holiday Economy

December 31st, 2015

The holidays are a great time of the year for everybody, well except for those who have to work on them that is. This year the holidays proved to be more interesting than anything when speaking in concerns of the market and the American economy. With usual numbers changing, and usually high numbers falling there […]

read more »

Long Run and Short Run Inflation

December 23rd, 2015

The Fed uses interest rates and inflation as two of their tools to control the American economy. The fed is constantly in limbo regarding the value of the US dollar. By manipulating inflation the fed can control how much the US consumer can purchase, however by allowing the US consumer to purchase more it also […]

read more »

The World Economy And You

December 13th, 2015

There are many factors that play into the market on all ends, from holidays, to manmade and natural events; there are many variables that can affect you and your investments. To know weather your investments will be safe or not it is vitally important to know these variables and recognize how if at all they […]

read more »