The Tax Cuts and Jobs Act of 2017 changed a lot about living in California. While the Standard Deduction doubled, personal exemptions were eliminated, and several prominent deductions were capped or eliminated, including: Deductions for state and local taxes (income,READ MORE
Author: Rick Brooks
Rick Brooks, CFA®, CFP® is a partner of Blankinship & Foster LLC and is the firm’s Chief Investment Officer. He is a lead advisor, counseling clients on all aspects of personal financial management. Rick serves on several boards. He is the Chairman of the Board of Girl Scouts San Diego, and also chairs the San Diego Foundation’s Professional Advisor Council. Rick and his family live in Mission Hills. Rick enjoys spending time with his family, theater, cooking, skiing, gaming and reading.
Attribution: Philip P. Lindsley, CELA, CLS, of the San Diego Elder Law Center assisted with this article. Short term rehabilitation in a skilled nursing facility often follows a significant stay in the hospital and allows a patient to healREAD MORE
Most affluent Californians have some form of an estate plan. While a will is a necessity, many people have invested in a comprehensive package including a will, trust, powers of attorney and advanced health care directive. As discussed previously inREAD MORE
It’s been said that roughly 10,000 baby boomers are transitioning into retirement every day. Even though so many people are doing it, there’s still a considerable amount of stress as you transition from working into retirement. The big financial transitionREAD MORE
A terminal illness is an emotionally complex time for everyone involved. It’s clearly not the best time to be making decisions that can impact your family for years or even for generations. Yet many put off making financial and estateREAD MORE