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Charitable Remainder Trusts (VIDEO)

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Ask Bob – Social Security & Divorce

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Intentionally Defective Trusts (VIDEO)

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Alhambra's Bob Williams explains why an Intentionally Defective Trust is a win-win for your estate and your beneficiaries.
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Borrowing from your 401k

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Longevity Planning

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Estate Planning Asset Inventory (VIDEO)

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Ask Bob: Social Security Timing

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Alhambra's Bob Williams explains whether the timing of taking a Social Security benefit will affect the amount received by their spouse.
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Ask Bob: Social Security Breakeven Age

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Alhambra's Bob Williams describes Social Security Breakeven Age and how it can help determine when to begin receiving your Social Security benefit.
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Tips For Being An Executor (VIDEO)

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Alhambra's Bob Williams offers tips on being the executor of an estate.
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Ask Bob: Domestic Partners & Social Security

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Alhambra's Bob Williams answers the question of whether Domestic Partners qualify as married for Social Security Purposes.
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