Whether you're looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key...
Incapacity can be a very difficult time for everyone involved—but savvy estate planning strategies and the right legal documents will help make this situation a ...
California’s Prop 19 changed everything about leaving real estate to the next generation. How can you minimize property taxes when you leave your family ...
“Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you?
When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey ...
Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers certain advantages, but separate trusts can offer ...
Join us for an insightful and exclusive conversation with Horizon Investments as we sort through the shifting landscape of the global economy, market fundamentals, and ...
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 ...
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to ...