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Father Becomes Grandfather by Attorney, Phil Kavesh - June 2021 NewsletterAs we prepare to celebrate Father's Day later this month, I spent some time thinking about all the father's in my life.
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Mother's Day Reflections by Arlyn Villanueva, Director of Operations & Estate Planning Paralegal - May 2021 NewsletterWe just wanted to take the time to wish all of the mothers, grandmothers, aunts, stepmoms, and mother figures a very Happy Mother's Day!
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"It's Time For..." Peter's Annual MLB Spring Training Trip - April 2021 NewsletterAttorney Peter Keon discusses yet another trip to watch MLB Spring Training.
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Preparing for the Unexpected - March 2021 NewsletterRead about how our attorney, Peter Keon is "Preparing for the Unexpected" in our March Newsletter
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My Valentine's Day Trauma - February 2021 NewsletterA sweet personal story by our principal attorney, Philip Kavesh, about growing up in a small town.
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You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 NewsletterIn November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment
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Safe Holiday Tips, Scams to Watch Out For and More! - December 2020 NewsletterPhil Kavesh gives you tips on how to safely celebrate the holidays with your family during a pandemic.
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Remembering Roger - October 2020 NewsletterPhil Kavesh reminiscences on his time with Rodger Minor and the impact he's had on his life.
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Lots to Be Thankful for in 2020 - November 2020 NewsletterLots to Be Thankful for in 2020 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest. With all this tumultuous environment of 2020, as we near the Thanksgiving holiday, I find myself taking the time to stop and reflect on the many things that I am grateful for this year.
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The (Best) Toughest Decision I Ever Had to Make - September 2020 NewsletterAt the time that my Dad passed away suddenly from a heart attack, about eleven years ago, my parents had already moved their long-time residency from South Jersey to South Florida. They enjoyed a small condo near Miami Beach that overlooked a river with boats passing by their balcony all day long, which was within walking distance to stores and a beautiful beach. A wonderful, well-deserved retirement place. My Mom was 85 years old when my Dad passed away and was in perfectly good health. She didn’t take any medications and was physically active, doing all of the cooking, shopping, and cleaning pretty much on her own, as she had always done. She still drove her car, paid all of the household bills, and kept her checkbook meticulously balanced to the penny! But Something Seemed to Be Wrong... (Continue Reading)
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IRA Owner Beware: Important Deadline Coming August 31st - August 2020 NewsletterIf you (or your parents) have an IRA, read on.Planning Opportunity #1:If You Already Took Some Required Minimum Distributions in 2020,You Can Avoid Income Taxes By Acting Right Away If you reached age 70 ½ in2019 or earlier, the rule has been you must withdraw from your IRA the Required Minimum Distributions (“RMDs”) in 2020. These withdrawals are typically taxable at your highest bracket rate...
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Guess What May Be Coming Back! - July 2020 NewsletterThe government may be trying to get their hands into your and your loved ones’ pockets again - - and in a VERY BIG way! I’m not going to predict which political party will win the November election and control the Presidency, Senate, and House. But I do need to let you know what may happen if Democrats wind up winning all three, which appears more and more likely according to the polls. (I’m not taking a political stand here, just stating facts, so please don’t shoot the messenger!)