Month: May 2021

Countless big-name companies operate out of San Jose. You might have amassed significant wealth if you work for one of them and want to leave it behind for your kids when you're gone. You may worry about how well they'll manage a sizable inheritance, though. Many...

You’ve been fortunate enough to finally be able to make that Lake Tahoe vacation home you’ve owned for decades your primary residence in retirement. Your children have never tired of spending their vacations there and continue to do so now that they’re grown.  Now...