Insights, Explanations, and Resources

In the dynamic realm of real estate investments, savvy investors are increasingly turning to Limited Liability Companies (LLCs) as their preferred entity structure. Whether you’re a seasoned property…

Many individuals find themselves in a predicament where they lack the necessary support options for fulfilling critical roles in their lives. Family members might be unavailable or unsuitable,…

In a recent announcement by the Howard Jarvis Taxpayers Association (HJTA), it was revealed that nearly 560,000 signatures were collected on petitions advocating for the “Repeal the Death…

Hey there, amazing friends and supporters! 🎉 We are thrilled to share some incredibly exciting news with you all. Your unwavering loyalty and support have propelled us to…

In the unpredictable journey of life, there are tales that inspire, resonate, and embody the spirit of resilience. Deidre Von Rock, Founder and Managing Partner of our esteemed…

Estate planning considers not only the allocation of an individual’s assets to designated beneficiaries after death, but a variety of other eventualities. Disability insurance is a vital part…

As healthcare quality improves, many people are living longer lives, sometimes decades past retirement. According to the Administration for Community Living, the cost of long-term care, such as…

While contemplating one’s mortality and end-of-life choices might be difficult, estate planning does not need to be a melancholic task. In reality, estate planning can bring about a…

In the wake of a loved one’s passing, beneficiaries will need to understand how to claim the life insurance proceeds and Social Security benefits due to them, as…

Trusts are valuable estate planning tools that offer numerous potential benefits, such as avoiding probate, reducing taxes, protecting assets, and ensuring that beneficiaries can inherit assets with minimal…

A trust can be a great way to have more control over the manner in which assets are passed to family members and other beneficiaries. Trusts offer an…