Talking to Parents about Estate Planning
Talking to parents about estate planning can be challenging in the best scenario. Toby Mathis, Esq. offers a new way to approach…
Estate Planning
Avoid the Biggest Estate Planning Mistakes
Toby Mathis, Esq. covers the four major estate planning mistakes to avoid to ensure your legacy. Updated August 18, 2021 is…
Tips for Forming a Living Trust Estate Plan
Updated March 16, 2021 Trusts are one of the smartest tools to use when considering how best to transfer your wealth in…
What Is a Qualified Retirement Plan?
Updated March 9, 2021 What is a qualified retirement plan and why is it important? These retirement plans meet certain requirements set…
OCREIA – Orange County Real Estate Investors Association
Updated March 9, 2021In this article4 Steps for Joining the OCREIABenefits of Joining the OCREIAOCREIA Annual EventsOrange County Real Estate Investors Association…
How Does a Qualified Personal Residence Trust Work?
Updated March 2, 2021In this articleHow Does a Qualified Personal Residence Trust Work?Is a QPRT Right for Me?Qualified Personal Residence Trusts Trusts…
Real Estate Investing for Beginners: How to Invest in Real Estate
Updated October 1, 2021 There’s no secret about it. Done correctly, real estate is one of the best ways to generate solid…
11 Estate Planning Mistakes to Avoid
Updated September 23, 2021 Planning for the end of your life can be difficult and requires careful consideration. To make matters worse,…
Are YOU Making These 5 Mistakes As A Business Owner?
Updated September 23, 2021 Starting and running a business is a big challenge, even if you are running a “small business.” Typically,…
Estate Planning Checklist
Updated February 16, 2021 To many people, the long-term planning of an estate begins when they realize that there are assets they…