A Time for Giving

The holidays are upon us; a time for giving thanks, giving gifts, and giving to those less fortunate than ourselves. In honor of the season of giving I would like to share this article from USA Today about philanthropist Charlie Annenberg Weingarten, grandson of diplomat and media tycoon Walter Annenberg. Mr. Weingarten is the director… Read More »

Taxes and Estate Planning for Non-Traditional Couples

Marriage—and the rights and privileges it confers—is a hot topic in California right now, especially as pertains to gay marriage. But the truth is that anyone who pays taxes knows that marital status is always a hot topic, because when it comes to the state and federal government, marital status carries a lot of weight…. Read More »

Character Matters When It Comes to Choosing Your Advisors

Character is important when it comes to choosing your advisors. These are the people who help you make decisions about the most important things in your life—financial security, protecting your family, preserving your privacy—and when something happens to you these are the people who (you hope) will help your loved ones get through the difficult… Read More »