In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
Many residents of the San Jose area might own an individual retirement account, which is commonly called an IRA. Many times, people will build up considerable savings in their IRAs. By the time a person reaches old age, an IRA can hold a value of millions of dollars....
Prudent estate planning applies a financial sunscreen to the future. Since 2017, CalSavers, the statewide pension program, has applied a legal sunscreen to an increasing number of California residents to the skin of retirement savings. A recent decision by the Ninth...
