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Death & Finances: Let Us Help You During This Difficult Time
It can be a confusing and distressing time when a loved one passes away. If you're responsible for making the funeral arrangements or...
Gabriel B. Lenhart
Dec 10, 2018
Beware the Pitfalls of Transfer on Death Deeds
On January 1, 2016, AB 139 passed which purportedly created a new way for California property owners to transfer real property to their...
Gabriel B. Lenhart
Apr 11, 2017
Strategies to Keep Your Money in Your Family
Currently, if you’re single, you can own up to $5.45 million in assets before your heirs have to worry about paying estate taxes. We’re...
Gabriel B. Lenhart
Aug 4, 2016
Lessons to Learn in the Wake of Prince's Death
The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are...
Gabriel B. Lenhart
May 4, 2016
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