White Binder Project

Are you ready?

Real love is creating the legacy that lives on long after you are gone❤️🙏✨🌅

Tax season is upon us. I wanted to remind you of the possible deductible costs incurred for the sale and purchase of your homes.
Please contact a licensed CA CPA to confirm all deductions you may be entitled to.

Asset protection is not just for high earners. In fact, wherever you stand, you are a hard earner and it is vital to take care of your assets via proper insurance coverages, legal and financial professionals and good old fashion self preservation.
Do you know if your car insurance is optimized? Start there.

Asset Protection for High Net Worth Individuals OK, you've made it. Here's how to hang onto it.

Trust is a powerful word. Being prepared is being responsible. Its pure love and a a show of strength for your loved ones❤️🌟🏆🏡💰🎁

If you sold or purchased a home in 2019, check with a CPA for any deductions you might have coming.

What Items on a Settlement Statement Are Deductible on Your Taxes? When you finish the process of selling your home, you will receive a a HUD-1 Settlement Statement. With a small amount of research, you can locate several items on these forms that qualify for significant tax deductions.

Surprise bonus of explaining estate planning in the new movie “Knives Out”.

What The Movie ‘Knives Out’ Gets Right (And Wrong) About Estate Planning Most moviegoers don't go to the movies hoping to learn more about estate planning. But at the center of the plot of the hit movie "Knives Out" are key estate issues that many families face. Megan Gorman goes through the ones that are right - as well as the one is just for theatrical effect.

Are you prepared?

Two-Thirds Of All Americans Are Missing This Estate Planning Document Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive. This key document can help you manage the end of life process from health care decisions to your funeral.

Sonoma County Property taxes are due and delinquent by December 10

Deadlines and Due Dates | Tax Bill Information | Revenue Accounting | Auditor - Controller - Treasurer - Tax Collector | County of Sonoma Deadlines and Due Dates

And protect their real estate with professional advice🏆