How to Choose Life Insurance - In brief, life insurance is a contract between you and an insurance company. You agree to pay a monthly or yearly premium and the company commits to paying a death benefit to the people you choose. Life insurance comes in many flavors: Term life insurance is a …
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Living Trusts: What Are They?
Living Trusts: What Are They? - A living trust, set up during your lifetime, is designed to allow for easy transfer of your assets. A trustee holds legal possession of the assets and property in your trust and has fiduciary duty to manage the trust prudently for the trust's beneficiaries. Most …
Medi-Cal Expansion in 2022
Medi-Cal Expansion in 2022 - For anyone considering applying for Medi-Cal in the year 2022, there is some important new legislation scheduled to take effect in 2022. The legislation will have significant impact for 1) those who might not otherwise think that they will qualify for Medi-Cal because …
Succession Planning for the Family Business
Succession Planning for the Family Business - Is it difficult for you to imagine retiring and your children taking over your business? Perhaps you see how accomplished they've become but somehow can't see them running your company as well as you and your spouse have. You are not alone: …
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Tax Breaks for the Elderly
Tax Breaks for the Elderly - Getting older has its perks, including tax breaks. Your income threshold for filing a tax return at all is higher, you get a bigger standard deduction and you can defer or avoid taxes on more money. Below are the details of some tax breaks you'll qualify for when you …
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