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Personal Financial Planning

Nonprofit Organization

Nonprofit organizations are usually classified as either member serving (addressing the needs of only a select number of individuals) or public. They take many forms: Public Benefit Organization – Charities, Foundations, Schools, Hospitals, Social Welfare or Advocacy Organizations and etc. Mutual Benefit Organization – Professional/Trade Associations, Chamber of Commerce, Alumni Associations and etc. Religious Organizations…

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Senior Citizen’s Replacement Dwelling Benefit (Proposition 60 and 90)

Senior citizens often sell their houses to move into new house. If you’ve lived in your house for a long time, you might qualify for this substantial tax savings. These constitutional initiatives allow senior citizens to transfer the trended base value from their current property to a new property if certain requirements are met. (Section…

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Estate Planning

Broadly speaking, it is an estate plan that encompasses the accumulation, conservation and distribution of an estate. A good plan will enhance and maintain the financial security of individuals and their families. Estate Planning Team Each member of the estate planning team has a particular specialty and takes parts to contribute with their integral role…

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