Recently I attended a 2-day conference for CPAs through CalCPA on the topic of estate and trust planning. One of the more interesting topics was how to help our clients be successful successor trustees for their parent’s estate when they… Read More
It’s safe to say that our clients believe that attaining financial security is a strong value. According to a 2023 Princeton study by Nobel Prize-winning economist Daniel Kahneman, 67% of respondents said being able to pay their bills on time… Read More
While the deadly effects of smoking are well-documented and undeniable, we cannot ignore the significant harm caused by traditional cigarettes. It is important to