Dementia, Alzheimer’s and Taxes?

Becca’s mom, Emily, was normally a very organized person. This was especially true of her finances. Emily took pride in how well organized her finances were. Even before the death of her father, it was mom who was in control of the household finances. Becca often...

Dodger Season Ticket opportunity

This McCourt era will end soon! Have had Season tickets for 20 years. Great seat location (11 S, 5-8). Looking for new Partners to share in ownership. Sharing includes all benefits of Dodger Season seats like Season Parking, Field Access, other amenities and, of...

Free Small Business Academy Workshop on 5/1

In my 30 years of experience with small business consulting I’ve learned a lot of tips about starting and running a small business. On Saturday, March 20th I’m holding a free workshop that will allow me to share my insights and experiences with you. Now is the best...

Free Small Business Academy Workshop on 3/20

In my 30 years of experience with small business consulting I’ve learned a lot of tips about starting and running a small business. On Saturday, March 20th I’m holding a free workshop that will allow me to share my insights and experiences with you. Now is...

I don’t need a trust, right?

Trusts are for the wealthy with complicated estates. WRONG! While estate tax savings can be a benefit, more people create trusts for control, protection, privacy, gifting or to simplify their finances. One important goal you might achieve through a trust is to ensure...