The Presidential Election and the Economic Impact
October 17, 2024
With the upcoming presidential election less than a month away, conversations about the future of the economy are at the forefront of political discussions. The
The Prudent Perspective – October 2024
October 9, 2024
Card experts have warned that a winning hand can often lead to overconfidence and complacency, causing players to take unnecessary risks and become careless. Those missteps arising from sloppy play can lead to trouble when playing future hands.
Breaking Down the 2024 Medi-Cal Asset Limit Changes
September 25, 2024
Medi-Cal, California’s Medicaid program, has long been a lifeline for lower-income individuals and families, providing essential healthcare services. While the program has successfully supported more
Safeguarding Your ABLE Account to Prevent Medicaid Clawbacks
September 11, 2024
Among the many tools available to families of special needs children, an ABLE account (Achieving a Better Life Experience) is a tax-advantaged savings account intended
Financial Advisor vs. DIY Investing: Which is Right For You?
August 9, 2024
As the saying goes, “money makes the world go round.” And when it comes to managing your finances, making the right choices can have a
Secure Your Legacy: 7 Compelling Reasons to Set Up a Trust
July 24, 2024
As a prudent investor, you understand the importance of making wise financial decisions to protect your assets and secure your legacy. One of the most
Form 56: Notice Concerning Fiduciary Relationship
July 10, 2024
Professional fiduciaries play a vital role in managing the affairs of individuals who may be unable to do it themselves. Whether it’s overseeing an estate,
The Prudent Perspective – July 2024
July 9, 2024
Card experts have warned that a winning hand can often lead to overconfidence and complacency, causing players to take unnecessary risks and become careless. Those missteps arising from sloppy play can lead to trouble when playing future hands.
The Basics of Reading and Interpreting a Trust Document
May 29, 2024
As a new family trustee, one of the most important tasks you will have is reading and interpreting the trust document. This document is your
The Prudent Perspective – April 2024
April 30, 2024
During the five-month period from November to March, the S&P rose 24%, reflecting confidence that inflation was finally on the decline, prices could get under control, and interest rates would be reduced.
Tax Season Made Easy: Tax Document Checklist
April 27, 2024
Nothing can trigger an intense emotional response quite like tax season. Whether you’re filing your taxes yourself or seeking assistance from a professional, having the
Maximizing Wealth Transfer: The Power of See Through Trusts
April 23, 2024
When it comes to transferring wealth to future generations, one of the most effective and secure options is a See Through Trust. A See Through