You’ve likely seen ads, myriad online pitches and extended infomercials (some of them featuring tier-one celebrity figures) touting the alleged virtues of reverse mortgages.The information surrounding such financial vehicles is vast and detailed, and...
Bay Area Estate And Tax Planning Law Firm
Month: January 2020
read more
The average inheritance for the 1% is $4.8 million
When talking about the richest people in the world, it's common to hear them referred to as the "1%". This simply references the fact that they are in the top 1% in terms of wealth. You can be very, very wealthy and be in the top 5% or the top 10%, so this is just a...
Estate planning often focuses on far more than just the kids
Any proven estate planning professional certainly appreciates that the kids, their offspring and even generations beyond that loom large in parents’ future-directed planning decisions. After all, estate planning strategies are centrally about transferring wealth to...