For those of us who’ve lived a while, we remember the “little black book”—the place you kept important contact information before the technology revolution....
Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.
Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the...
Let me ask you a question. When your time on earth is over, who do you want to benefit from your estate? Who do...
The Health Savings Account has been a wonderful addition to the financial landscape of people who are eligible for one. They’re often thought of...
It’s been pounded into us that having a successful retirement requires advance planning—financial planning, Social Security planning, retirement income planning, and estate planning. And...
Alhambra's Bob Williams explains why an Intentionally Defective Trust is a win-win for your estate and your beneficiaries.
My, how things have changed. When I was growing up, if you found out someone had a trust, well, that person must be rich—they...
- A well-thought-out process for distributing your estate to people and institutions you wish to benefit.
When thinking about estate planning, your approach may...