Features

Features

Estate Planning: Will my heirs have to pay taxes on their inheritance?

One of the most common questions families ask when creating an estate plan is, “Will my heirs have to pay taxes on what they inherit?” Fortunately, for most Californians, the answer is no. California does not impose a state inheritance tax or a state estate tax. In...
Mountain Musings with Uncle Mott: “Raindrops”

Mountain Musings with Uncle Mott: “Raindrops”

As I was driving up to the dump just before the rainstorm, all up and down Kuffel Canyon, those beautiful Dogwood Trees were in full bloom… Bow wow! Those blooming trees were so beautiful this year. Those dogwoods have been so bountiful, I guess ‘cause we didn’t get...

Financial Focus: Gen Z and retirement

Financial Focus: Gen Z and retirement

For Gen Z workers, saving for retirement may feel out of reach. High-interest credit cards and student loan payments can drain a paycheck before the month even begins. With rising rents and higher everyday prices, there’s barely room for anything beyond the basics....

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