November 2022

Almost half of the ultra rich haven’t figured out how to pass on their wealth! Can this really be true? This interesting headline recently caught my attention. It seems that having all the money you can imagine doesn’t mean you have been able to do your estate planning – making a Will, a Trust or assigning Beneficiaries to your retirement … Read More

August 2022

Once a person dies their estate (whatever they own at the time of their death) has to be settled. Probate enters into the picture if the total value of their estate is over a certain amount, an amount that varies in each state. In California that amount is currently $166,250. So you can see that even if you simply own … Read More