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Financial Focus — Carefully consider Social Security decisions

Your Social Security benefits can be an important part of your retirement income but when should you start collecting them? Essentially, you’ll need to decide whether you’re going to take your benefits as early as possible, wait until your full retirement age (FRA) or...

Naming guardians in a will only can leave kids at risk

When creating an estate plan with minor children, one of the most important decisions is choosing a guardian to care for them if you pass away prematurely. While naming guardians in your will provides clarity on your wishes, relying solely on this can fail to...

IRS offers penalty relief

IRS offers penalty relief

In a major step to help people who owe back taxes, the Internal Revenue Service recently announced new penalty relief for approximately 4.7 million individuals, businesses and tax-exempt organizations that were not sent automated collection reminder notices during the...

Protect your children’s inheritance

Safeguarding your children's inheritance is a primary concern for many parents, yet the risk of losing or mismanaging that wealth due to life's unforeseen circumstances is a genuine worry. The threat of divorce, debts, illnesses, accidents and even sudden financial...

Realtors reach out with holiday joy

Realtors reach out with holiday joy

Realtors from Windermere Real Estate in Lake Arrowhead, met with Rim Family Services, as well as Santa and Mrs. Claus, to present a donation check to the nonprofit. The money will go a long way to help Rim Family Services with their annual gift distribution to...

Transferring ownership of your home to your child: A bad idea

Transferring the ownership of your home to your adult child might initially appear advantageous, whether for Medicaid eligibility, probate avoidance or tax reduction. However, this decision often backfires drastically, carrying considerable risks for all parties...

Legal preparations for worry-free holidays

Traveling for holidays is a time to unwind, create cherished memories with loved ones and escape from daily routines. However, before you embark on your holiday adventure, it's crucial to ensure your legal affairs are in order, guaranteeing peace of mind and enabling...

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