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Los Angeles Tax planning
Hammer Museum experts share advice on charitable gifts of art and private visits
art gifts
December 17, 2010
It is the season of sharing, a time when art collectors around the world ponder the many excellent choices for sharing their art with others. The...
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Financial Planning 101: The value of creating relationships
Business & Finance
July 20, 2009
This past Friday I was so fortunate to spend a couple hours with some of my favorite clients. It was a joy to finally have some good news on the...
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Insurance 101: Variable insurancewhat is it?
Business & Finance
July 17, 2009
The third type of insurance is called variable insurance. Its technical term is “variable universal life” or “VUL”...
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Insurance 101: Why permanent insurance could be right for you
Business & Finance
July 16, 2009
Next we'll talk about permanent insurance, the insurance that lasts as long as you do providing you continue to pay the premiums. There are two...
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Insurance 101: What types of life insurance are there?
Business & Finance
July 14, 2009
You can become very confused when shopping for life insurance if you're not familiar how the types of insurance policies differ from one another....
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Revocable living trust 301
Business & Finance
July 11, 2009
To carry on the discussion of planning our personal estate using a Revocable Living Trust (RLT), today we'll learn about property agreements and...
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What is a 401(k) & can I take my money out now?
Business & Finance
July 10, 2009
With our challenging economy, many of you are looking for ways to save more of your income for the future or are in transition when it comes to...
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Rollback of estate tax exemption to $1 million unlikely
Business & Finance
April 22, 2009
The estate tax debate apparently is drawing to a close. According to Senate Finance Committee Chairman Max Baucus, D-Montana, new legislation is...
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Last minute ways to lower your tax bill
Business & Finance
April 15, 2010
Contribution limit links Contribution limits to IRA if you are covered by a retirement plan at work Contribution limits to IRA if you ARE NOT...
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Last minute tax tips
Business & Finance
December 22, 2009
Taxes may be the furthest thing from your mind right now. After all, there are only 2 shopping days until Christmas. So is for those who have sent...
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