“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries ask that question when they’ve...
Estate planning, for the most part, is about what happens when you die. Who do you want to get your stuff? How and when...
Celebrities are often placed on a pedestal because of their success and their extraordinary talent—people like Elvis, Aretha Franklin, Prince, Michael Jackson, Howard Hughes,...
Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
You need more than a Will or Trust to round out your estate plan. Alhambra's Bob Williams lists other Must Have planning documents.
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is...
Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh,...
If you’ve been gifting money each year to people you love, or using gifting as a planning tool, it’s about to get even better....
Over the years, I’ve told you about lots of celebrities who died without an estate plan and how much their heirs lost because of...
Woe to the person who inherits a Health Savings Account. Alhambra's Bob Williams describes the pitfalls and what to watch out for.