News

Estate Planning Considerations for Blended Families

When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning considerations. In this article, we discuss how to ensure that your stepchildren are included in your estate plan and how to make sure that your biological children are never left out. 

The Legacy Binder: What it is and why you need one

All too often, individuals pass away without leaving critical information such as financial accounts, legal documents, policies, and passwords. Learn how to create and what to include in a Legacy Binder for your loved ones.

Payment Protection Program - masks and judge's gavel

PPP Legislation Signed by Governor

On Thursday, April 29th, Governor Newsom signed California Assembly Bill 80 which partially conformed with the Federal tax treatment of PPP loans.

Effective April 1, 2021 - New Sales Tax Rates - Monterey County

New Sales and Use Tax Rate Changes as of April 1, 2021

On April 1, 2021, the sales and use rate tax rate changed in Monterey County and many of the cities incorporating Monterey County. The tax rate changes listed below apply only within the indicated city or county limits.

Deadline Extended written in notebook

Extended Tax Deadline and Upcoming Tax Payments Due

The recent news that the Treasury Department and Internal Revenue Service have extended the upcoming tax filing deadline continues to cause confusion for many people. Therefore, we are posting this important update to help provide more clarity.