February 7, 2022 By: Ronald Cole California Proposition 19: Limits for Giving property to your Children and Grandchildren Proposition 19: Limits for Giving property to your Children and GrandchildrenThe longer you own your [...] Read More
November 26, 2021 By: Ronald Cole Why Everyone should plan for Estate Taxes Why you should plan for Estate TaxesFederal and State estate taxes are constantly changing. In [...] Read More
August 8, 2021 By: Ronald Cole Make a List of your important assets – Part of creating a good Estate Plan including a Living Trust A long time client recently told me he has decided to get married. Both he [...] Read More