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Team Member of the Month - October

On the first of each month, our firm votes for Team Member of the Month for the previous month. Each member of the team casts their vote based on three categories.

The categories taken into consideration when voting for Team Member of the Month are: 1) Contribution to the Team, 2) First Rate Attitude, and 3) Professional Appearance. We are very proud of our team and love to reward them for their hard work and dedication!

Please click the title to read more.

Avoid California State Income Tax and Federal Income Tax with the NING Trust

In the News: Born2Invest published John's article about how the unique benefits of the NING Trust can be significant. However, the NING Trust is not appropriate for everyone and careful analysis and planning is needed to know if the NING Trust is appropriate for you. The NING Trust, if appropriate, should be considered as part of your overall estate and tax planning strategy. Click the title to read the full article.

The Optimal Basis and Income Tax Efficiency Trust

Many of you may be wondering about whether to terminate or simplify your current “AB” revocable living trusts, and how you should adapt to these important tax changes. Some of you may even be beneficiaries of irrevocable trusts adversely impacted by the new income tax changes. There are new solutions to these issues that can vastly improve the INCOME tax efficiency of your revocable trusts after your death, and/or the tax efficiency of existing irrevocable trusts. Click on the title to learn more.

Local Entertainment And Events Calendar

You’ll always know where the fun’s going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

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