Business

Financial Focus: Build confidence in your 401k decisions

Many people have a 401(k), or other workplace retirement plan, but aren’t sure what to do next. You don’t need to have it all figured out, but a little curiosity goes a long way. Here are some questions to get started. Check available plan resources or ask your plan...

Estate Planning – Understanding trusts and their tax implications for effective estate planning

Jun 12, 2024 | Business

Let's explore the intricate tax dynamics associated with two primary types of trusts: revocable living trusts and irrevocable trusts. Revocable living trusts: Revocable living trusts are commonly used in estate planning as a means to avoid probate and maintain control...

Lakeview Mountain Lodge!

Jun 6, 2024 | Hot Home of the Week

https://lynnebwilson.com/property/lakeview-mountain-lodge/ Description Situated on a quiet paved, country style access road with beautifully Maintained Lodges all in a row overlooking Lake Arrowhead. You will be delighted when you walk thru the Front Door of this...

Estate planning before you travel: Why it’s critically important

Jun 5, 2024 | Business

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy the company of your spouse, partner, kids or friends. But before you head off on your next getaway, there’s something else you should consider doing that might not...

Estate Planning – Obtaining a power of attorney for elderly parents

May 29, 2024 | Business

Navigating the intricacies of obtaining power of attorney (POA) for elderly parents is a crucial yet delicate task, offering assurance and clarity during challenging times. POA empowers individuals to make vital decisions on behalf of their parents, particularly...