Published in the Press Banner, Feb. 14, 2025 Plans to extend tax cuts focus on...
Taxing the Rich? How the Wealthy Maneuver to Pay Less Than Others
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Estates and Trusts Articles
Divorce Planning Challenges
Published in the Press Banner, Nov. 29, 2024 Financial challenges are likely...
Death and Taxes in the Santa Cruz Mountains
Death and Taxes in the Santa Cruz Mountains MARCH 29, 2024 |...
Divorce: Financial Causes and Consequences
Going through a divorce is laden with heartbreak and disagreement. Find out how you can navigate a divorce with sound finances as we lighten this burden for you.
Survivor Planning After Death Do Us Part
I have felt the many costs of death in my own life and feel called to soften its impacts on others. How will you lead your life when your loved one departs?