What Are The Latest Trends In Estate Planning? Learn Here!

What Are The Latest Trends In Estate Planning? Learn Here!

Like any other field in the law industry, estate planning has evolved over time and will continue to do so. All the trends and solutions that used to be popular in public... Read more »
How Does AI Chatbot Help With Estate Planning? 

How Does AI Chatbot Help With Estate Planning? 

AI is going to change the world; it will affect everything from big business to your life in a positive way. For example, now you don’t need to pay a hefty fee... Read more »
Otay Mesa Project Lands Approvals After 12 Years in Planning

Otay Mesa Project Lands Approvals After 12 Years in Planning

San Diego planners gave unanimous approval recently to Cornerstone Communities for an Otay Mesa project with 450 townhouses, reported the San Diego Union Tribune. The Candlelight project is located in one of... Read more »
What Are The Latest Trends In Estate Planning? Learn Here!

Tax Implications of Estate Planning In California [Essential Insights]

If you’re wondering what the tax implications of estate planning in California are, you’re at the right place. Estate planning requires understanding of various types of taxes. These include inheritance, gift, and... Read more »
What Are The Latest Trends In Estate Planning? Learn Here!

5 Ways To Leave A Charitable Legacy [Estate Planning For Good]

Many financially stable individuals aim to leave a charitable legacy, but the process can be confusing. Not everyone understands how to leave assets to a charity organization and whether it’s even allowed... Read more »
A lesson on California housing from the billionaires planning a new city

A lesson on California housing from the billionaires planning a new city

A cadre of Silicon Valley elites is drawing fierce criticism from local residents and environmentalists for planning a new city on the outskirts of the Bay Area, a project dubbed “California Forever.”... Read more »
Rhode Island historian uses a reverse mortgage as an estate planning tool

Rhode Island historian uses a reverse mortgage as an estate planning tool

A proprietary reverse mortgage from Finance of America Companies (FOA) now secures the home of Rhode Island’s honorary historian laureate after the property was returned to the owner after attempts to bequeath... Read more »
Rhode Island historian uses a reverse mortgage as an estate planning tool

Over 60% of seniors haven’t used professional help for retirement planning: AARP

Just over 60% of U.S. seniors at or over the age of 50 have not sought out professional retirement planning advice, despite data indicating a general lack of retirement preparedness among the... Read more »
Otay Mesa Project Lands Approvals After 12 Years in Planning

Crescent Planning Lake Norman Multifamily Project

Crescent Communities plans to break ground this month on a 237-unit apartment complex north of Charlotte, on the Lake Norman shorefront. The Charlotte Business Journal reports Crescent acquired just over 15 acres... Read more »
Estate Planning For those With Investment Properties

Estate Planning For those With Investment Properties

Your estate plan should incorporate any assets you own as investments, such as second homes. Estate planning for rental property owners is a bit different than for those who own their primary... Read more »