Podcast episode featuring Kelly Cruz discussing the dangers of not having estate documents, how wills and trusts are used, and general planning for your family. The content is applicable to all individuals, not just dentists. Listen to Podcast Here
Publications
5 Common Tax Myths Debunked (fathom – April 2018)
Press containing comments by Clay Stevens on common tax myths such as the benefits of charitable giving with appreciated stock and considerations around changing state residency to reduce state income taxes. View article
15 Money-Smart Things to Do for the New Year (fathom – January 2017)
Press containing comments by Kelly Cruz on financial tips for each year-end or new year. View article
Year-End Planning and Tax Reform (fathom – November 2017)
Press containing comments by Kelly Cruz on year-end planning and tax reform. View article
4 Ways to Transfer Wealth to Children (fathom – July 2017)
Press containing comments by Kelly Cruz on transferring wealth to children. View article
Estate Planning Checkup: 3 Questions to Ask Annually (fathom – August 2017)
This article provides key questions to discuss with your wealth manager each year with respect to estate planning. View article
Does the Election Mean the End of Estate Taxes (fathom – December 2016)
This article provides guidance around the potential future of estate taxes based on the 2016 Elections. View article
Transferring Real Property: How to Avoid an Unexpected Tax Hike in California (fathom – October 2016)
This article discusses techniques to avoid property tax increases when transferring or selling a home in California. View article
How to Ensure Your Vacation Home Feels Like a Vacation (fathom – August 2018)
This article discusses key considerations for owning and maintaining a vacation home. View article
All About the LLCs (fathom – October 2018)
This article considers the use of Limited Liability Companies as well as the benefits and pitfalls of using them. View article