News 2021-02-08T18:07:36-08:00


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Changing Residency

September 16th, 2020|News|

In today's world, with state tax rates varying widely, more individuals and families are considering moves out of high-tax states. For example, California's highest income tax rate is currently 13.3%.

The Perils of Picking a Family Member as Trustee

August 14th, 2020|News|

When you were 10, your brother helped you budget your allowance to afford a bike. When you were 20, your sister helped you secure an internship in your career field. So naturally, either would be a great choice as a trustee for your estate, right?