by Julia L. Cronin Many of our clients are first generation wealth builders with a passionate commitment to providing funds for the education of family members and pride in their ability to...
Inheritance
Professional Trustee or Private Family Trust Company – What’s the difference?
by Julia L. Cronin, JD Many clients worry about the “shirtsleeves to shirtsleeves in three generations” adage, fearing the dissipation of the wealth they worked so hard to build. The...
Calling All Owners of California Real Estate – Do You Have A Prop 19 Problem Looming?
Proposition 19, which is a new law in California passed by the voters November 3, 2020, significantly changes the way property taxes are calculated when there is a transfer of California real...
Taking Advantage of Historically High Federal Estate and GST Exemption Limits
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2020 has once again provided such an opportunity. How long this...
What is “Legacy” Planning?
We often underestimate the impact we have on the people who are most important to us. This picture is easily one of my favorites, because it captures a bit of the fun we've been intentional to...
Planning for What’s Next
No one likes to really think about it but we know it's going to happen eventually. Someday the time will come to pass what you leave behind to the people or causes you care the most about. For...