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Watch Out for Predatory Tax Liens on Your Family Home

Predatory Tax Liens To Be Aware Of As our parents and other loved ones age, they may need a little more attention from us. Parents, grandparents, aunts, and uncles, or even neighbors who are aging may want to be seen as strong and independent. Often, however, their abilities to take care of household and financial…

Planning for Charitable Giving

Estate Planning for a Charitable Giving January 1 wipes the slate clean for your tax-deductible charitable contributions. That might be a good time to reassess your approach to donating to charities. Most of us respond to some of the appeals which come through various avenues such as unsolicited phone calls, campaigns at work, or church-related…

Retirement Planning Reality Check

The National Institute on Retirement Security (NIRS) states that American workers have not set aside nearly enough for retirement planning to the tune of trillions of dollars. Why? Well as the old adage goes, “Failing to plan is as good as planning to fail.” One of the first pitfalls in retirement planning is giving up…

What Happens to an Indigent Person After Death?

There are so many people in our midst who are considered indigent. We see them on street corners, in parks, and where homeless people congregate. We may wonder how they get by from day to day. But do you ever wonder what happens when an indigent person dies? Cities, counties, and states have processes in…

Am I Due Class Action Settlement Money?

Class action lawsuits are common in our court systems. Most everyone has received a notice in the mail of a class action suit involving consumer products, from cars to jewelry. Even if the recipient has a valid claim, the information being provided is lengthy, in small print, and very legalistic. As a result, a lot…

Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity 

Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity — Here’s What He Did Instead Recently, Mark Zuckerberg and his wife, Dr. Priscilla Chan, announced that they were donating 99 percent of their Facebook shares — currently worth more than $45 billion — to charity.  Most immediately assumed they had been the beneficiaries…

Commercial Cultivation Marijuana Laws

Marijuana Laws: They’re Real and They’re Here All of 58 California counties are currently updating and establishing local policies on Cannabis retailing, manufacturing, and cultivating laws frequently as well as tax laws. Now that California is implementing new Medical Marijuana laws and viability of Recreational Cannabis, it is recommended to be aware of how these…

Piercing the Corporate Veil

Alter-Ego and Why That Is an Ego You Need to Understand It’s a common assumption that a corporation and its shareholders are generally treated as separate legal entities. Acts through a corporation are performed by its officers, and the corporation enters into its own contracts. Another assumption is the corporation’s assets, and not those of…

Best Locations for Women Entrepreneurs to Start a Small Business

NerdWallet reports that the S&P 1500 companies have more CEOs named John than female CEOs. The company recently compiled an analysis of statistics from the U.S. Census Bureau and the Small Business Administration related to female business success. Its conclusion: Seven of the best locations for women to start small businesses were in California and…

How to Save Big Money on Your Taxes This Year – Part 3

Welcome back to our third and final article in our series on how you can save big money on your taxes this year. Just a little time and effort focused on strategically reducing your taxes can pay big dividends. In part 1, we discussed the first step in saving big on taxes: strategize with your…

How to Save Big Money on Your Taxes This Year – Part 2

Welcome back to our series on how you can save big money on your taxes this year. Just a little time and effort focused on strategically reducing your taxes can pay big dividends. Last week, in part 1, we discussed the first step in saving big on taxes: strategize with your tax advisor at key…

How to Save Big Money on Your Taxes This Year – Part 1

It can be shocking to realize that our biggest personal and business expense, bar none, is taxes. The good news is that just a little time and effort focused on strategically reducing your taxes can pay big dividends. The first thing to know about taxes is that it is not illegal to strategize to save…

How to Raise Responsible Kids – Part 4

Welcome back to the fourth and final article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means, and part 2, where we shared the first step to raising kids who are responsible with money, and part 3 where we shared how to raise kids…

How to Raise Responsible Kids – Part 3

Welcome back to the third article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means [Part 1], and part 2, where we shared the first step to raising kids who are responsible with money [Part 2]. Guide to Raising Responsible Kids Part 3 Today,…

How to Raise Responsible Kids – Part 2

Welcome back to the second article in our series on How to Raise Responsible Kids. You can read part 1, where we defined what responsibility means Part 1. Guide to Raising Responsible Kids In short, responsibility means your children are “able to be trusted to do what is right.” So let’s look at what that…

How to Raise Responsible Kids – Part 1

The Guide to Raising Responsible Kids My guess is that if we did a poll of every parent we know and asked them what they most want for their kids, what we would find at the core is that we all want to raise responsible kids. We may each have a different definition of what…

A Gift to Your Family and the Environment: Green Burial

The practice of burying our dead in the ground has been traced back over 100,000 years ago. For the vast majority of that history, those burials have been green. In fact, the practice of embalming, one of the most environmentally harmful aspects of modern American burial, didn’t begin until the Civil War – in an…

What Happens if You Die Without a Will?

Most people know they need a will. And many of them fully intend on writing a will … someday. But life is busy and the will keeps getting put off. Eventually, someday becomes never. In fact, nearly half of American adults will die without a will in place. So what happens if you die without…

Should My Business Be an LLC?

It’s a question we hear a lot. Should we be an LLC? Many small-business owners have heard that they should operate their business as an LLC (limited liability company). But is that true for you? Three major factors you should consider in choosing a type of business entity are liability protection, taxation, and convenience. For many businesses,…

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