Phil Keenan July 30, 2020

Removing Life Insurance from the Taxable Estate

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this. Read on to learn more

Updating Your Plan: Powers of Attorney

As we enter the new year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of … [Read More...] about Updating Your Plan: Powers of Attorney

It’s Better to Give, Especially This Year

Normally, you must itemize your deductions in order to benefit from them. In 2020, the standard deduction amount is $12,400 for individuals and … [Read More...] about It’s Better to Give, Especially This Year

Planning for California’s Proposition 19

Everyone had eyes on the election at the top of the ticket. But other races and state propositions may have had as much impact on people’s lives. … [Read More...] about Planning for California’s Proposition 19

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