Business
Business
Financial Focus – Consider tax-smart charitable gifts
As we enter the annual season of giving, you might be thinking of charities you wish to support. But you also might be wondering how to gain some tax benefits from your gifts. It used to be pretty straightforward: You wrote a check to a charity and then deducted the...
Art and charity merge in Cedar Glen
By Tim Clarke Rebuilding Together Mountain Communities I had a chance to sit down with Robin Lyles, owner of The Lake House in Cedar Glen, to talk about her First Friday events and her support of mountain charities. We sat down in front of the fireplace in the comfy...
Financial Focus – Which IRA is right for you?
The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people build resources for retirement. And in 1997, the Roth IRA was introduced. But which IRA is right for you? Let’s look at...
Estate Planning – 5 key questions successor trustees should ask about liability in California
Serving as a successor trustee in California involves a complex set of responsibilities, particularly when it comes to handling debts and protecting beneficiaries. Trustees must carefully manage trust assets while also addressing creditor claims, all within the...
