I hope all of you are looking forward to a raucous Christmas holiday! I'm providing you a quick primer on some tax changes in the Big Beautiful Bill. If you find that boring, perhaps you're dying to learn about what it's like being an Executor.

I hope this email finds you well. I'm checking in with a quick update about a couple big changes to California probate rules and a quick bit

Hey everyone, I hope this email doesn't interrupt your Christmas shopping. I wanted to touch base briefly about something clients have...

Planning for the future Hello everyone, I hope your summer went well and you're braving the recent heat wave as best you can. I wanted to...

Hello everyone, I hope this email finds you all doing well. I was recently inspired to dig into a topic that is not of much concern for...

Hello everyone, I hope you're doing well and your Christmas holiday went wonderfully. I'm popping in with a last newsletter email to try...

For those of you who (like me) pulled the trigger on I-bonds back when the rates were hovering around 9%-10% in 2022, you may be...

Hello everyone, I know a lot of you have kids headed to college which is an exciting (and difficult?) time for many. My kids are only in...

Hello everyone, I need to inform you of the requirements under the California Probate Code relating to Trustees serving on behalf of...

Hello everyone, I just wanted to check in to let you know that I am back in the office if you need me. The family enjoyed a relaxing "off...