In estate planning today, you may choose to pass property to your lineal descendants. More often, however, clients have their own ideas for leaving a legacy. It is typical now to include your spouse, and perhaps also close friends, extended family and charitable beneficiaries.

On Saturday, March 16th, Jennifer L. Wilkerson and Marty Austin will present “Your Financial Survival” at the monthly meeting of the American Association of University Women (AAUW) – Nevada County Branch.  The event begins at 9:30 a.m. at Peace Lutheran Church in Grass Valley.  We have 5 questions to help you plan and create the life YOU want. More event […]

To avoid probate (which can be a costly and tedious Court proceeding), we often create a Revocable Trust which acts as a container to hold assets.  At death, the Successor Trustee distributes the trust assets as directed in the Trust document, with no need for a probate court order. The Trust can direct distribution only of […]

Traveling in Germany last month, it was remarkable to see:  no plastic bags or water bottles, lots of wind turbines, and full employment. Perhaps this is what a 19% VAT (value added tax) on everything will supply, although I didn’t study up on Deutschland income taxes. Since returning, I’m seeing many articles on the impending […]