If you’re wondering what your top 2024 California and Federal taxes rates are, look no further.
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While wills are common, and often talked about, Californians should turn to trusts for smoother, faster, and ultimately more cost-effective estate planning. Here's five reasons a trust is often the wiser choice:
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“You know, the best part of the best drug in the world isn't the high. It's the moment just before you take it. The dice are dancing on the table. Between now and the time they stop, that's the greatest high in the world.”
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The ongoing “us vs. them” mentality has an unwritten lie: You can never be wealthy.
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A few steps you can take to minimize your tax and/or maximize your financials
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Northern California has seen its share of devastation in recent months and the outpouring of support and donations in our community has been remarkable.
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The thought of our parents getting older can bring forward a lot of emotions. It can be difficult to see physical and mental change in the people who took care of us as we grew up.
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Most people I’ve talked to aren’t excited about investing in the stock market these days. Worries about valuations, economics, politics, etc. are common reasons cited.
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It’s quite common to put off financial organization and planning as it can be overwhelming and confusing. Most people we meet with have some variation of the following question: What's the right thing to do first?
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