Financial Planning

Cybercriminals prey on wide swaths of the population, and they do it by leveraging Trust, Urgency, and Authority. You don’t need to know how to pick a lock when you can convince the guard to let you in. One weak link can…

Summary On November 3, 2020, California voters approved Proposition 19 with just 51.11% of the votes. The change in law limits the tax advantage of passing real estate from generation to generation, but also provides flexibility for select…