Month: July 2022

Thinking about the end of your life may not be at the top of your list of things to do – but planning now can provide peace of mind down the road.  End-of-life planning, more commonly called estate planning, is all about getting plans in place to help manage risks...

While there’s no state inheritance tax in California, that doesn’t mean you’re completely in the clear from taxes after a loved one dies. For example, you may have to pay capital gains tax if you inherit property and then sell it. However, fortunately, it’s not as bad...